Tom O'bryon is a CFP-designated registered investment advisor, based in Bethesda, MD, with 49 years of industry experience. Tom is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7550 Wisconsin Ave., Ste. 420, Bethesda, MD, 20814
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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 →Other Business ActivitiesSells Insurance
Tom is a trustee for the O'Bryon Family Revocable Trust, manages rental real estate, and is an agent for non-variable insurance products through Steward Partners Global Advisory. He also provides investment management/financial planning for clients through Steward Partners Investment Advisory LLC and manages client investment/financial planning through The Greenbrier Financial Group, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Ferris, Baker Watts IncorporatedBroker
State Registrations17 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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