Brendan Obrien (CRD# 5540044) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 8 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Hunt Valley, MD | Jul 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley, MD | May 2021 - Current | 2 |
| The Prudential Insurance Company Of America | Hunt Valley, MD | Sep 2020 - Apr 2021 | < 1 |
| Pruco Securities LLC | Hunt Valley, MD | Sep 2020 - Apr 2021 | < 1 |
| Eagle Strategies LLC | Timonium, MD | Apr 2020 - Sep 2020 | < 1 |
| Nylife Securities LLC | Timonium, MD | Mar 2020 - Sep 2020 | < 1 |
| New York Life Insurance Company | Timonium, MD | Feb 2020 - Sep 2020 | < 1 |
| Nylife Securities LLC | Timonium, MD | Feb 2020 - Feb 2020 | < 1 |
| New York Life Insurance Co | Timonium, MD | Aug 2019 - Feb 2020 | < 1 |
| Suncoast Global Financial Advisers | Parkville, MD | May 2016 - Dec 2019 | 3 |
| Selective Realtors/keller Williams | Annapolis, MD | Oct 2016 - Mar 2018 | 1 |
| Carry Out Menu, Inc. | Columbia, MD | Oct 2016 - Dec 2016 | < 1 |
| Capitol Securities Management | Tampa, FL | Apr 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- MD
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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