RO
RO

Ronan Obyrne

28 Years of Experience
Greenwich, CT
BrokerSells Insurance

Ronan Obyrne is a registered investment advisor, based in Greenwich, CT, with 28 years of industry experience.

Location

130 Mason Street, Greenwich, CT, 06830

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ronan is an employee at Fieldpoint Private Bank & Trust, focusing on consumer loan origination, dedicating about 10-20% of his time. He is also a co-founder of Crescent Pine Insurance Group, referring clients for property and casualty insurance needs, which takes a few hours per week.

Employment History
Current Registrations
Sanctuary Securities, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Sanctuary Advisors, LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Fieldpoint Private Securities LLC
July 2019 - July 2022 · 3 yrs
Fieldpoint Private Securities, LLCBroker
December 2014 - July 2022 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
April 2011 - July 2014 · 3 yrs 3 mos
Weeden & Co.l.p.Broker
June 2008 - January 2011 · 2 yrs 7 mos
Banc of America Securities LLCBroker
May 2005 - June 2008 · 3 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
August 1997 - May 2005 · 7 yrs 9 mos
State Registrations7 states
CACTFLGAMANJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.