Msec, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
125
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 and is registered with the SEC as of 2011. Publicly available records classify the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, does not describe active ESG investing, and is not listed as a pension consultant or related adviser. Other business and advisory activity details were not provided in the source material.

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 123
  • Michael O'neill

    Michael O'neill

    Senior Wealth AdvisorCRD 1208673

  • Marco Anaya

    Senior AnalystCRD 5971130

  • Jeffrey Maher

    Jeffrey Maher

    Senior Wealth AdvisorCRD 1993714

Unlock 120 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth