Daniel O'connellCRD 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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|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|
Total Assets Under Management12MILLIONS
Total Number of Accounts87ACCOUNTS
Average Account Value$137,356
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services