Daniel O'connell, financial advisor Dublin OH
90 score

Daniel O'connell

CRD Number: 5318642
Current Firm: Morgan Stanley

Daniel O'connell (CRD# 5318642) is an Investment Advisor Representative working at Morgan Stanley in Dublin, OH and has over 4 years of experience in the finance industry.

Similar Advisors
W. Phil Ratcliff, financial advisor Dublin OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Robert Cochran, financial advisor Dublin OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Dublin OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Score
103
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Dublin, OH Nov 2011 - Current 5
Full-time Unemployment New Albany, OH Oct 2011 - Oct 2011 < 1
Citigroup Global Markets Inc. New York, NY Oct 2009 - Sep 2011 1
Full-time Unemployed Huntington, NY Mar 2009 - Sep 2009 < 1
Morgan Stanley New York, NY Apr 2007 - Feb 2009 1
Extended Travel Sydney, Oct 2004 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Daniel P. O'connell
Phone Number: 914-225-5510
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Daniel O'connell and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.