Stephen O'brien, financial advisor Falls Church VA
93 score

Stephen O'brien

CRD Number: 1085850
Current Firm: Lara, May & Associates, LLC

Stephen O'brien (CRD# 1085850) is an Investment Advisor Representative working at Lara, May & Associates, LLC in Falls Church, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lara, May & Associates, LLC Falls Church, VA Dec 2009 - Current 7
Morgan Stanley Smith Barney Mclean, VA Jun 2009 - Dec 2009 < 1
Citigroup Global Markets Inc. Mclean, VA Jul 1993 - Dec 2009 16
#ia Salomon Smith Barney Inc. New York, NY Jul 1993 - Oct 2007 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Apr 1991
Contact Info for Stephen V. O'brien
Phone Number: 703-827-2300
Firm Website: http://laramayllc.com/
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    986
    ACCOUNTS
  • Average Account Value
    $306,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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