Ryan C. O'brien

O'BRIEN STRATEGIC WEALTH | Vice President, Financial Consultant

SOUTH PARK, PA

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CRD#: 3272170

Professional summary

Ryan C O'brien, who also goes by Ryan Christopher O'brien, Ryan Christopher Obrien, is a registered financial advisor currently at O'BRIEN STRATEGIC WEALTH located in South Park, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

Through my 17 years with Fidelity Investments, I work with clients to clarify their goals, identify risks that could impact them, and develop the plan to work toward them.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Christopher O'brien | Ryan Christopher 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 Ryan C O'brien's 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

Education

CRD#: 7691

NEW YORK, NY

Past

November 10, 1999 - December 2, 1999

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

WOODSTOCK, GA

Past

September 27, 1999 - November 16, 1999

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

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
(4/9/2026)

IAR

Ohio
(4/9/2026)

IAR

Pennsylvania
(4/8/2026)

IAR

West Virginia
(4/9/2026)

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: 3/10/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/28/1999

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: 9/25/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/4/2011

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/29/2011

General Securities Sales Supervisor - Options Module Examination

Current Firm

O'BRIEN STRATEGIC WEALTH

CRD#: 340330 / SEC#:

Ohio

Registered Investment Advisory firm - (2/27/2026 Approved)

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Contact information

Main Address

South Park, PA

Mailing Address

Phone number

(412) 334-6988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Ryan C. O'brien

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan C O'brien's CRS (Customer Relationship Summary).

Certified licenses

Education

Duquesne University

Experience

O'BRIEN STRATEGIC WEALTH

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

QUICK & REILLY, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WOODSTOCK FINANCIAL GROUP, INC.

FAIRCHILD FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2000

Series 63

Date: 9/28/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/25/1999

Series 10

Date: 10/4/2011

Series 9

Date: 7/29/2011

Current Firm

O'BRIEN STRATEGIC WEALTH

Contact information

Documents

Red Flags

Company Information

O'BRIEN STRATEGIC WEALTH

TRUST BUT VERIFY

Contact information

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