Mark B. Obrien

OBRIEN GREENE & CO

MEDIA, PA 19063

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CRD#: 1631654

Professional summary

Mark Bennett Obrien, who also goes by Mark Obrien, is a registered financial advisor currently at OBRIEN GREENE & CO INC located in Media, Pennsylvania.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 1 firm and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Obrien

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Bennett Obrien's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 1991 - Present

OBRIEN GREENE & CO INC

Office #1: 218 West State St., Media, PA 19063

RIA

CRD#: 110281

MEDIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OBRIEN GREENE & CO INC

CRD#: 110281 / SEC#: 801-5866

RIA

Registered Investment Advisory firm - (7/18/1969 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/3/1991)

IAR

Texas
(12/16/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/28/1987

Uniform Securities Agent State Law Examination

Current Firm

OBRIEN GREENE & CO INC

CRD#: 110281 / SEC#: 801-5866

RIA

Registered Investment Advisory firm - (7/18/1969 Approved)

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Contact information

Main Address

218 W. State Street, Media, PA 19063

Mailing Address

Phone number

(610) 891-7880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

O'BRIEN GREENE & CO. INC. PART 2A 03-18-2025 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 416,754,153

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Mark B. Obrien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Bennett Obrien's CRS (Customer Relationship Summary).

Certified licenses

Experience

OBRIEN GREENE & CO INC

Primary Firm SEC Registration

OBRIEN GREENE & CO INC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/28/1987

Current Firm

OBRIEN GREENE & CO INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OBRIEN GREENE & CO INC

TRUST BUT VERIFY

Contact information

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