Rebecca O'bryon, financial advisor Bethesda MD

Rebecca O'bryon

CRD Number: 6626016
Current Firm: Steward Partners Investment Advisory, LLC

Rebecca O'bryon (CRD# 6626016) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Global Advisory, LLC Bethesda, MD Nov 2020 - Current < 1
Raymond James Financial Services, Inc. Washington, DC Mar 2016 - Current 4
Steward Partners Investment Advisory Washington, DC Mar 2016 - Current 4
Steward Partners Global Advisory Washington, DC Mar 2016 - Nov 2020 4
Advantage Resourcing; Emc Mclean, VA Oct 2012 - Dec 2016 4
Unemployed Kensington, MD Jan 2016 - Feb 2016 < 1
Washington Orthopedic Sports Medicine Washington, DC Feb 2012 - Oct 2012 < 1
Unemployed Silver Spring, MD Aug 2011 - Feb 2012 < 1
Harley Davidson Jacksonville, NC Jul 2011 - Aug 2011 < 1
Unemployed Front Royal, VA May 2011 - Jul 2011 < 1
James Madison University Harrisonburg, VA Aug 2006 - May 2011 4
Kae Robin & Company Gifts Bethesda, MD Mar 2002 - May 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Rebecca A. O'bryon
Phone Number: 212-364-0364
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    7,348
    MILLIONS
  • Total Number of Accounts
    16,315
    ACCOUNTS
  • Average Account Value
    $450,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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