DM
Daniel Michael O'connell
CRD 5849151
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Pks Investment Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Pks Investment Advisors Llc
Managing Partner / President/Chief Compliance Officer · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗