Daniel Obrien (CRD# 2636543) is an Investment Advisor Representative working at Douglass Winthrop Advisors LLC in New York, NY and has over 28 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Douglass Winthrop Advisors | New York, NY | Jul 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
- NY
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Total Assets Under Management5,008MILLIONS
-
Total Number of Accounts1,265ACCOUNTS
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Average Account Value$3,958,721
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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, IL, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY
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