Timothy O Brien, financial advisor Glenshaw PA

Timothy O Brien

CRD Number: 5969243
Current Firm: Cambridge Investment Research Advisors, Inc.

Timothy O Brien (CRD# 5969243) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Glenshaw, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2022 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2022 - Current 1
Stratos Wealth Advisors, LLC Seven Fields, PA Oct 2020 - Oct 2022 2
Td Ameritrade Pittsburgh, PA Feb 2018 - Oct 2020 2
Federated Investors Inc. Pittsburgh, PA Oct 2011 - Feb 2018 6
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Oct 2011 - Feb 2018 6
Federated Investment Counseling Pittsburgh, PA Oct 2011 - Feb 2018 6
Federated Global Investment Management Corp New York, NY Oct 2011 - Feb 2018 6
Federated Securities Corp Pittsburgh, PA Aug 2011 - Feb 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Timothy D. O Brien
Phone Number: 641-472-5100
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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