Brendan O'brien
Brendan O'brien is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 29 years of industry experience. Brendan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2 East Wheeling St, Ste 102, Baltimore, MD, 21230
Get directionsHistory
Regulatory History (3)
Judgment / Lien
September 2017Judgment / Lien
March 2016Criminal
November 1986Other Business Activities
Brendan operates Cobblestone Wealth Management, LLC as a DBA for his LPL business since 2009. He also owns Milltown Malbay, LLC, a business entity for tax/investment purposes, and his LPL DBA leases from it, taking minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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