Sean
O'Brien
The Salvetti Group
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About this Advisor
Sean O'Brien is a financial advisor based in Sacramento, California, working with The Salvetti Group. Sean has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Raymond James Financial Services Dba O'Brien Wealth Management, and Central Valley Advisors, LLC Dba O'Brien Wealth Management. Sean has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Sean is part of The Salvetti Group, which operates out of Sacramento, California. The firm has 1 office and 6 employees. The firm manages assets totaling $487.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at The Salvetti Group includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Salvetti Group Brokerage Details
$487,216,717
6
1,842
$264,504
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Sean O'Brien Work History
Central Valley Advisors, LLC Dba O'Brien Wealth Management
Raymond James Financial Services Dba O'Brien Wealth Management
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Sean O'Brien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Salvetti Group
Stockton, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
Stockton, CA
Sacramento, CA
Sacramento, CA
Sacramento, CA
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