MSEC, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
124
Avg account
$0

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
154327
Registered since
May 19, 2011

Firm profile

FINTRX

Overview

Msec, LLC is a limited liability company that has been SEC-registered since 2011. The firm is identified as a domestic entity/individual owner and is listed as “unclassified” in the snapshot data. The firm is not characterized as a capital allocator, pension consultant, related adviser, or an active ESG investor; it is also flagged as not being a multi-state or newly formed adviser. The source material supplies few details about the firm’s advisory offerings, investment strategies, or client segments. The public snapshot therefore provides only basic regulatory and status markers rather than a description of services or investment approach.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • DEANN ELMORE

    Chief Operations OfficerCRD 4964605

  • ROBERT BARRECA

    Chief Compliance OfficerCRD 2490354

Contacts

3 of 122
  • MICHAEL O'NEILL

    Senior Wealth AdvisorCRD 1208673

  • JEFFREY MAHER

    Senior Wealth AdvisorCRD 1993714

  • Alexander Schultz

    Wealth AdvisorCRD 6835260

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
5700 W 112th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth