Daniel O'connell, financial advisor Dublin OH
96 score

Daniel O'connell

CRD Number: 5318642
Current Firm: Bullrock Capital, LLC

Daniel O'connell (CRD# 5318642) is an Investment Advisor Representative working at Bullrock Capital, LLC in Dublin, OH and has over 6 years of experience in the finance industry. Daniel O'connell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bullrock Capital, LLC Dublin, OH Jan 2017 - Current 1
Morgan Stanley Dublin, OH Nov 2011 - Jan 2017 5
Full-time Unemployment New Albany, OH Aug 2011 - Oct 2011 < 1
Citigroup Global Markets, Inc. New York, NY Oct 2009 - Jul 2011 1
Full-time Unemployed Huntington, NY Mar 2009 - Sep 2009 < 1
Morgan Stanley New York, NY Apr 2007 - Feb 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Daniel P. O'connell
Phone Number: 614-314-7720
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $137,356
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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