Daniel Obrien is a registered investment advisor at Assetmark, INC., based in Half Moon Bay, CA, with 28 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Half Moon Bay, CA
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Fidelity Brokerage Services LLCBroker
National Financial Services LLCBroker
Pershing LLCBroker
State Registrations1 state
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.