Michael O'brien, financial advisor Rolling Hills Estates CA
96 score

Michael O'brien

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Michael D. O'brien
Phone Number: 310-896-2468
Firm Website: http://www.obrienim.com
Registered State(s):
  • AZ
  • WA
  • CA
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $687,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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