Matthew
O'Brien
Janney Montgomery Scott LLC
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About this Advisor
Matthew O'Brien is a financial advisor based in Mystic, Connecticut, working with Janney Montgomery Scott LLC. Matthew has previously held positions at Edward Jones Investments Lllp, New York Life Insurance Co, Bank Of America, The Confidential Search Co, Mw Financial Group LTD, Matt O Brien Aerial Photography LLC, William Gombatz, Northwestern Mutual Investment Services LLC, and Janney Montgomery Scott LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Matthew is part of Janney Montgomery Scott LLC, which operates out of Mystic, Connecticut. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew O'Brien Work History
Janney Montgomery Scott LLC
William Gombatz
Northwestern Mutual Investment Services LLC
William Gombatz
The Confidential Search Co
Mw Financial Group LTD
Edward Jones Investments Lllp
New York Life Insurance Co
Matt O Brien Aerial Photography LLC
Bank Of America
Disclosures
Please visit the SEC profile of Matthew 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 Janney Montgomery Scott LLC
Pittsburgh, PA
Richmond, VA
New Haven, CT
Harrisonburg, VA
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
Towson, MD
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