Rory ObrienCRD 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.
Milestone Asset Management Group, LLC
Advice And Planning Services
Lpl Financial LLC
|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|
Total Assets Under Management1,120MILLIONS
Total Number of Accounts199ACCOUNTS
Average Account Value$5,630,170
- A percentage of assets under your management
- Performance-based fees
- 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
CT, FL, MA, MD, NH, NJ, NY
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