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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|High Net Worth Individuals|
|Banking or Thrift Institutions|
|Pension and Profit Sharing Plans|
|Corporations or Other Businesses|
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
|Evercore Wealth Management, LLC||1 year, 3 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|
No Disclosures Found
|As of Date||
*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.
|Uniform Securities Agent State Law Examination||Series 63||09/28/1984|
Types of Compensation Arrangements
- Percentage of Assets
- Fixed Fees