Daniel ObrienCRD Number: 2636543
Current Firm: Douglass Winthrop Advisors LLC
Daniel Obrien (CRD# 2636543) is an Investment Advisor Representative working at Douglass Winthrop Advisors LLC in New York, NY and has over 26 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Douglass Winthrop Advisors||New York, NY||Jul 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1995|
Total Assets Under Management5,022MILLIONS
Total Number of Accounts1,186ACCOUNTS
Average Account Value$4,234,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY
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