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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Evercore Wealth Management, LLC 3 years, 2 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
Are You
Michael Dennis Obrien?
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Designations & Memberships

  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Michael Obrien

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 3, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Evercore Wealth Management, LLC

Last updated on March 31, 2015
    • $5.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $2.6M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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