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Nicholas Edward Mcconnell

Advantage Capital

Austin, TX

CRD 8014389

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Employer firm

Advantage Capital CRD 171365

$1.29B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Advantage Capital

909 Poydras Street Suite 2230, New Orleans, LA 70112-4003 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-25
  • TX RA
    APPROVED_RES
    Since 2024-11-25

Branch Locations

807 Las Cimas Pkwy, Suite 340, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advantage Capital New Orleans LA 04/2020 Present
Insight2Profit, Llc Beachwood OH 06/2019 08/2019
Ohio State University Columbus OH 08/2018 05/2019
Broadtree Partners, Llc Houston TX 06/2018 09/2018
Ohio State University Columbus OH 12/2017 03/2020
Morning Buzz Cafe Amesbury MA 06/2015 06/2018
Ohio State University Columbus OH 08/2016 05/2020
  • 04/2020 → Present
    Advantage Capital
    New Orleans, LA
  • 06/2019 → 08/2019
    Insight2Profit, Llc
    Beachwood, OH
  • 08/2018 → 05/2019
    Ohio State University
    Columbus, OH
  • 06/2018 → 09/2018
    Broadtree Partners, Llc
    Houston, TX
  • 12/2017 → 03/2020
    Ohio State University
    Columbus, OH
  • 06/2015 → 06/2018
    Morning Buzz Cafe
    Amesbury, MA
  • 08/2016 → 05/2020
    Ohio State University
    Columbus, OH

View on SEC IAPD

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