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Brian P O'Connell

Marquis Wealth Management Group

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About Brian P O'Connell

Brian O'Connell is a financial advisor currently working at Marquis Wealth Management Group in FORT MYERS, FL. Brian has been in the industry since 2000 and has prior experience at Carnes Capital Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds licenses in Florida and Texas and has earned the Series 7, Series 63, Series 65, and Series 66 licenses as well as the Certified Financial Planner designation. Brian is available to provide financial advice and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Brian O'Connell is currently registered with Marquis Wealth Management Group. Marquis Wealth Management Group is an investment advisor headquartered in FORT MYERS, FL. The firm has 5 licensed agents and 6 investment advisor representatives. The firm provides advisory services in the areas of financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage a total of $361,075,603 in regulatory assets under management, including $51,381,298 discretionary assets and $309,694,305 non-discretionary assets. The firm serves a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Marquis Wealth Management Group

6208 WHISKEY CREEK DRIVE

FORT MYERS, FL 33919

$361.08M

Assets Under Management

11

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities

Advice on matters not involving securities

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian O'Connell’s Registration & Firm History

FL

08/08/2022 - Present

Marquis Wealth Management Group (FORT MYERS FL)

FL

02/20/2003 - 08/04/2008

CARNES CAPITAL CORPORATION (NAPLES FL)

NY

11/15/2000 - 12/17/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/19/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/05/2004

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian P O'Connell.
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