Director, Chairman, Secretary, Chief Compliance Officer & CEO · D.A.C. Davis Investment Counsel, Inc.
John M. O'Connell
CRD 5874905 · Named on Form ADV at one SEC-registered adviser
At a glance
D.A.C. Davis Investment Counsel, Inc., an SEC-registered wealth manager based in Toronto, Ontario, Canada with $13 million in regulatory assets, lists John M. O'Connell on its Form ADV as Director, Chairman, Secretary, Chief Compliance Officer & CEO, a control person.
Firms and roles
- D.A.C. Davis Investment Counsel, Inc.Director, Chairman, Secretary, Chief Compliance Officer & CEOWealth manager · Toronto, Ontario, Canada · $13M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jean-Christophe O'ConnellDirector, Vice President, D.A.C. Davis Investment Counsel, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.