Michael O'brienCRD Number: 1296751
Current Firm: O'brien Investment Management, LLC
Michael O'brien (CRD# 1296751) is an Investment Advisor Representative working at O'brien Investment Management, LLC in Rolling Hills Estates, CA and has over 33 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|O'brien Investment Management||Rolling Hills Estates, CA||Sep 2016 - Current||1|
|Evercore Wealth Management, LLC||New York, NY||Dec 2012 - Aug 2016||3|
|Mt. Eden Investment Advisors LLC||Los Angeles, CA||Apr 2008 - Dec 2012||4|
|Bny Mellon Private Wealth Management||Los Angeles, CA||Jun 1996 - Apr 2008||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
Total Assets Under Management66MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$687,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, WA
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