Rory Obrien, financial advisor Springfield MA

Rory Obrien

CRD Number: 5353289
Current Firm: Schwerin Boyle Capital Management, Inc.

Rory Obrien (CRD# 5353289) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Schwerin Boyle Capital Management, Inc. Springfield, MA Jul 2015 - Current 6
Self-employed Chicago, IL Jun 2014 - Jul 2015 1
Fti Consulting Chicago, IL Dec 2011 - Jun 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Rory P. Obrien
Phone Number: 413-784-0990
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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