Russell W. O'brien

SLATESTONE WEALTH LLC

Jupiter, FL 33458

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CRD#: 2084727

Professional summary

Russell William O'brien, CFP®, who also goes by Russell W Obrien, Russell William Obrien, is a registered financial advisor currently at SLATESTONE WEALTH LLC located in Jupiter, Florida.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Russell has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Tax Planning

Estate Planning

Comprehensive Financial Planni...

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Russell W Obrien | Russell William 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 Russell William O'brien'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

August 17, 2023 - Present

SLATESTONE WEALTH LLC

Office #1: 661 University Blvd Suite 100, Jupiter, FL 33458

RIA

CRD#: 286669

Jupiter, FL

Past

February 10, 2014 - August 2, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Palm Beach Gardens, FL

Past

January 31, 2014 - August 2, 2023

MORGAN STANLEY

CRD#: 149777

Palm Beach Gardens, FL

Past

February 3, 2012 - February 4, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PALM BEACH, FL

Past

March 11, 2011 - February 4, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PALM BEACH, FL

Past

September 10, 2007 - March 23, 2009

STANFORD GROUP COMPANY

RIA

CRD#: 39285

VERO BEACH, FL

Past

August 2, 2007 - March 23, 2009

STANFORD GROUP COMPANY

CRD#: 39285

VERO BEACH, FL

Past

December 5, 2003 - August 13, 2007

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

June 13, 2000 - May 29, 2003

BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442

NEW YORK, NY

Past

July 7, 1993 - January 12, 1999

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

July 6, 1992 - July 12, 1993

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

December 11, 1990 - December 14, 1990

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

August 16, 1990 - September 21, 1990

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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".

SLATESTONE WEALTH LLC

SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC

CRD#: 286669 / SEC#: 801-110003

RIA

Registered Investment Advisory firm - (2/24/2017 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

Florida
(8/17/2023)

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

IAR

Series 65

Date: 6/1/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/1990

General Securities Representative Examination

Current Firm

SLATESTONE WEALTH LLC

SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC

CRD#: 286669 / SEC#: 801-110003

RIA

Registered Investment Advisory firm - (2/24/2017 Approved)

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Contact information

Main Address

661 University Blvd Suite 100, Jupiter, FL 33458

Mailing Address

Phone number

(561) 244-2504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SSW ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,543
AUM (Assets Under Management)	$ 1,653,938,437

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
10/25/2024	Cover Page	Report
01/18/2024	Cover Page	Report
10/25/2022	Cover Page	Report

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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Firm Stability Insights

Russell W. O'brien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell William O'brien's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

UST SECURITIES CORP.

BESSEMER INVESTOR SERVICES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MONY SECURITIES CORPORATION

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

SLATESTONE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2012

Series 63

Date: 8/27/1990

SIE

Date: 10/1/2018

Series 7

Date: 8/14/1990

Current Firm

SLATESTONE WEALTH LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SLATESTONE WEALTH LLC

TRUST BUT VERIFY

Contact information

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