Advisor at BullRock Capital, LLC
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Firm
BullRock Capital, LLC
Location
Dublin, OH
Credentials
CFP®, Series 66
Industry experience
14 years
Daniel O'Connell is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley from 2011 to 2017 before founding BullRock Capital, LLC in 2017, where he is the sole advisor. BullRock Capital provides ongoing portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, profit-sharing and charitable plans, and corporate clients. The firm combines fundamental analysis and modern portfolio theory with both long-term and short-term trading, and maintains an explicit pension consulting practice while managing client assets directly.
Based on BullRock Capital, LLC
Based on BullRock Capital, LLC
$500 to $2,500 for financial planning
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.50% $6,000,001 - $7,000,000: 0.40% $7,000,001 - $8,000,000: 0.30% $8,000,001 - $9,000,000: 0.20% $9,000,001+: 0.10%
Dublin, OH
Florida · Ohio · Texas
BullRock Capital, LLC
2017 - Present (9 years)
Morgan Stanley
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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