Msec, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 154327
- Registered since
- May 19, 2011
Firm profile
FINTRXOverview
Msec, LLC is a limited liability company that has been SEC-registered since 2011. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized in the source data as “Unclassified.” The dataset indicates the firm does not act as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser in the source, and is not listed as a pension consultant, related adviser, or newly formed adviser. The firm has provided minimal descriptive information: fields for client base, fee structure, business activities, and advisory activities are blank in the source. The firm also notes no activities or affiliations in the corresponding disclosure section, which limits visibility into its service model and target clients.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Deann Elmore
Chief Operations OfficerCRD 4964605

Robert Barreca
Chief Compliance OfficerCRD 2490354
Contacts
3 of 122
Robert Horton
Senior Wealth AdvisorCRD 5673325

Anne Dorian
Senior Vice President, Regulatory ComplianceCRD 5736231

Daniela De Castro Martins
Associate Wealth AdvisorCRD 5762408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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