Daniel P. O'connell
Professional summary
Daniel Patrick O'connell, CFP®, who also goes by Daniel P Oconnell, Daniel Oconnell, is a registered financial advisor currently at BULLROCK CAPITAL, LLC located in Dublin, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick O'connell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
January 9, 2017 - Present
BULLROCK CAPITAL, LLC
February 13, 2012 - January 10, 2017
MORGAN STANLEY
December 21, 2011 - January 10, 2017
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2021)
(1/9/2017)
(1/29/2018)
Exams
Current Firm
BULLROCK CAPITAL, LLC
CRD#: 286041 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 247 |
| AUM (Assets Under Management) | $ 73,245,398 |
Red Flags
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