Dennis O'Connor
Brae Head · Essex, Connecticut
Dennis O'Connor is a fee-only financial advisor at Brae Head in Essex, Connecticut. Dennis charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Brae Head |
|---|---|
| Based in | Essex, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $90.6M across 99 accounts |
| SEC registration | Investment adviser representative in CT, MA, TX · CRD 1541112 |
| Exams passed | Series 63 (1986) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.braehead.com |
| Profile |
How Dennis's firm compares
- Brae Head's average account is about $915,000, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Dennis
Is Dennis O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Brae Head reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis charges a percentage of assets.
How much does Dennis charge?
According to Brae Head's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Dennis O'Connor based?
Dennis O'Connor is based in Essex, Connecticut.
Is Dennis O'Connor registered with the SEC?
Yes. Dennis O'Connor is registered as an investment adviser representative in CT, MA and TX (CRD 1541112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brae Head manage?
Brae Head reports $90.6M across 99 accounts in assets under management.
How do I contact Dennis O'Connor?
Through Dennis's website, www.braehead.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Brae Head website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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