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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
O'Brien Investment Management 1 year, 1 month Sep 2016 - Present
O'Brien Investment Management, LLC 1 year, 5 months May 2016 - Present
Evercore Wealth Management, LLC 3 years, 8 months Dec 2012 - Aug 2016
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

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 10, 2017
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

O'Brien Investment Management, LLC

Last updated on March 27, 2017
    • $66.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 96
      Accounts
    • $687.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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