Msec, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
123
Avg account
$0

Firm details

Headquarters
Overland Park, Kansas
CRD number
154327
Registered since
May 19, 2011

Firm profile

FINTRX

Overview

Msec, LLC is organized as a limited liability company with a mix of domestic entity and individual ownership. The firm's public profile in the data set is sparse: it is categorized as "unclassified" and is not identified as a capital allocator. Msec, LLC does not list itself as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Several typical disclosure fields — including business activities, advisory services, client types, and fee structure — are not populated in the available record, so there is limited visibility into the firm's target clients, service model, or investment approach.

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 121
  • Robert Horton

    Robert Horton

    Senior Wealth AdvisorCRD 5673325

  • Anne Dorian

    Anne Dorian

    Senior Vice President, Regulatory ComplianceCRD 5736231

  • Daniela De Castro Martins

    Daniela De Castro Martins

    Associate Wealth AdvisorCRD 5762408

Unlock 118 more contacts →

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