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Brendan Oconnor Pack

Icapital Markets LLC

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About Brendan Oconnor Pack

Brendan Oconnor Pack is a financial professional with over 30 years of experience in the industry. Brendan is currently registered with Icapital Markets LLC and has previously held positions with ICAPITAL SECURITIES, LLC, CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, FIS SECURITIES, INC., FLEET ENTERPRISES, INC., and AMERICORP SECURITIES, INC.. Brendan has a wide range of experience in the financial services industry and is well-equipped to provide comprehensive financial advice.

Firm Information

Brendan Pack is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brendan Pack’s Registration & Firm History

NY

11/30/2023 - Present

Icapital Markets LLC (NEW YORK NY)

NY

07/20/2017 - 11/30/2023

ICAPITAL SECURITIES, LLC (NEW YORK NY)

NY

02/17/2017 - 03/31/2017

CITI PRIVATE ADVISORY, LLC (New York NY)

NY

03/21/2008 - 03/31/2017

CITIGROUP GLOBAL MARKETS INC. (New York NY)

NY

04/07/1997 - 02/12/2007

CITICORP INVESTMENT SERVICES (NEW YORK NY)

MA

01/21/1997 - 03/28/1997

FIS SECURITIES, INC. (BOSTON MA)

NY

09/14/1995 - 03/20/1997

FLEET ENTERPRISES, INC. (NEW YORK NY)

NY

02/22/1993 - 08/22/1995

AMERICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/14/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/1999

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/29/1996

Series 4 - Registered Options Principal Examination

BC

Issued 11/21/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brendan Oconnor Pack.
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