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. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The database flags the firm as not being a capital allocator, not actively investing with an ESG focus, not a multi-state adviser, not a pension consultant, and not a related adviser. Public disclosures in FINTRX provide very little on the firm’s business lines, advisory activities, client makeup, fee structure or affiliations. The absence of those detail fields in the record limits what can be said about the firm’s target clients 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

    Deann Elmore

    Chief Operations OfficerCRD 4964605

  • Robert Barreca

    Robert Barreca

    Chief Compliance OfficerCRD 2490354

Contacts

3 of 122
  • Michael O'neill

    Michael O'neill

    Senior Wealth AdvisorCRD 1208673

  • Jennifer Potmesil

    Jennifer Potmesil

    Wealth AdvisorCRD 6481640

  • Marco Anaya

    Senior AnalystCRD 5971130

Unlock 119 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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