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Type: RIA

Michael Obrien is a financial professional at Evercore Wealth Management, LLC, a $5B RIA based in Manhattan, NY. Michael has held an industry securities registration for 5 years and is subject to SEC oversight.

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Answers and Guides

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Top Answers

Michael Dennis Obrien has not answered any questions on Financial Q&A.

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Firm Client Types

High Net Worth Individuals
Banking or Thrift Institutions
Pension and Profit Sharing Plans
Charitable Organizations
Investment Companies
Corporations or Other Businesses
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
Evercore Wealth Management, LLC 1 year, 4 months Dec 2012 - Present
Mt. Eden Investment Advisors, LLC 4 years, 8 months Apr 2008 - Dec 2012
Bny Mellon Private Wealth Management 11 years, 10 months Jun 1996 - Apr 2008
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 02/13/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

License Status

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

Exam Series Passed Date
Uniform Securities Agent State Law Examination Series 63 09/28/1984

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees