Wells Fargo Advisors
46yrs
Top advisor by experience in Dublin
15yrs
Based in Dublin, Ohio, Daniel O'Connell is a fiduciary financial advisor with 15 years of industry experience. Daniel joined Bullrock Capital in 2017, after five years at Morgan Stanley. Daniel holds the CFP® designation.
One of 525 advisors with offices in Dublin, and one of 396 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
OfficeDublin, OH
FirmBullrock Capital
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$994,733
States licensed ?3 states
Services through Bullrock Capital
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowBullrock Capital, LLCCurrent firm
- 2012 – 2017Morgan StanleyPreviously
Contact Daniel
(614) 314-7720Bullrock Capital main office Dublin, OHOffice · Get directions X (Twitter) pageBullrock CapitalIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Bullrock Capital at (614) 314-7720 and ask for Daniel O'Connell. Daniel works from the Dublin, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Bullrock Capital reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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