Brae Head, Inc.

Brae Head, Inc. (CRD# 129265) is a financial advisory firm headquartered in Essex, CT. They manage $65,859,615 in 96 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
16 Saybrook Rd, Essex, CT 06426
https://www.braehead.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $686,038
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, TX

Financial Advisors at Brae Head, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dennis O'connor, financial advisor Essex CT
Dennis M. O'connor
CRD#: 1541112
16 Saybrook Road, Essex, CT 06426

Dennis O'connor (CRD# 1541112) is an Investment Advisor Representative working at Brae Head, Inc. in Essex, CT and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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