Ryan C. O'brien
Professional summary
Ryan C O'brien, who also goes by Ryan Christopher O'brien, Ryan Christopher Obrien, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in South Park, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Pittsburgh, Pennsylvania.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ryan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan C O'brien's CRS (Customer Relationship Summary).
Certified licenses
Education
Duquesne University
Bachelor of Arts (BA) - Sociology
1999
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213May 24, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1680 Washington Rd.,ste H, Pittsburgh, PA 15241July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 8, 2006 - July 13, 2018
STRATEGIC ADVISERS LLC
February 14, 2006 - May 5, 2006
PNC WEALTH MANAGEMENT LLC
February 13, 2006 - May 5, 2006
PNC WEALTH MANAGEMENT LLC
January 13, 2006 - February 13, 2006
CHARLES SCHWAB & CO., INC.
July 24, 2002 - February 13, 2006
CHARLES SCHWAB & CO., INC.
December 18, 2000 - December 4, 2001
QUICK & REILLY, INC.
December 21, 1999 - November 2, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 10, 1999 - December 2, 1999
WOODSTOCK FINANCIAL GROUP, INC.
September 27, 1999 - November 16, 1999
FAIRCHILD FINANCIAL GROUP, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/26/2013)
(4/21/2009)
(11/8/2019)
(11/26/2013)
(5/24/2006)
(10/12/2017)
(9/18/2020)
(11/26/2013)
(11/26/2013)
(5/24/2006)
(11/26/2013)
(5/23/2017)
(7/26/2021)
(8/13/2021)
(8/25/2015)
(7/19/2024)
(11/8/2019)
(5/24/2006)
(11/27/2013)
(5/25/2006)
(8/13/2021)
(5/24/2006)
(3/31/2025)
(11/9/2010)
(9/4/2019)
(7/17/2017)
(1/9/2017)
(3/31/2025)
(9/25/2019)
(5/24/2006)
(5/24/2006)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555South Park, PATRUST BUT VERIFY
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