Tom
O'Bryon
Steward Partners Investment Advisory, LLC
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About this Advisor
Tom O'Bryon is a certified financial planner based out of Bethesda, Maryland with 7 years of relevant experience. O'Bryon is on the advisory team at Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Ubs Financial Services Inc, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Parnters Global Advisory LLC, O'Bryon Investment Enterprises, O'Bryon Family Revocable Trust, Steward Partners Global Advisory and Steward Partners Investment Solutions, LLC. O'Bryon has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland, Texas and Virginia. Steward Partners Investment Advisory, LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 45 locations and a total of 363 financial advisors. It handles $12 billion in assets between its 27,637 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 45 charities and foundations. Of its 27,637 customer accounts, 55% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely depend on which service is provided. However, fee types charged by Steward Partners Investment Advisory, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Tom O'Bryon Work History
Tom has been registered as a financial advisor for 7 years.*
Steward Partners Investment Solutions, LLC
O'Bryon Family Revocable Trust
Steward Partners Investment Advisory, LLC
Steward Parnters Global Advisory LLC
Steward Partners Global Advisory
O'Bryon Investment Enterprises
Raymond James Financial Services, Inc
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tom O'Bryon 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 Steward Partners Investment Advisory, LLC
New York, NY
Clearwater, FL
Paramus, NJ
Portland, ME
Albany, NY
New York, NY
New York, NY
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
