AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MO

Maureen M. Obrien-aderholdt

BOOMERANG CAPITAL LLC
Rowayton, CT 06853
Some features on this profile are disabled
CRD#: 4182378
MO

Professional summary


Maureen Mary Margaret Obrien-aderholdt, who also goes by Maureen Aderholdt, Maureen Mary O'brien, Maureen Mary Margaret O'brien-aderholdt, Maureen M Obrien, Mo Obrien, is a registered financial professional currently at BOOMERANG CAPITAL LLC located in Rowayton, Connecticut and FARVAHAR CAPITAL LLC located in Palm Beach, Florida.

Maureen is registered as a RR (Registered Representative) and started their career in finance in 2000. Maureen has worked at 25 firms and has passed the Series 65, Series 63, Series 82TO, Series 52TO, Series 99TO, SIE, Series 87, Series 7, Series 28, Series 14, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maureen Aderholdt | Maureen Mary O'brien | Maureen Mary Margaret O'brien-Aderholdt | Maureen M Obrien | Mo 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) - BD


Click below to view Maureen Mary Margaret Obrien-aderholdt'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

Experience


Current

February 22, 2023 - Present

BOOMERANG CAPITAL LLC

Office #1: 4 Covewood Drive, Rowayton, CT 06853
RIA
BD
CRD#: 120313
Rowayton, CT
Current

August 14, 2025 - Present

FARVAHAR CAPITAL LLC

Office #1: 214 Brazilian Avenue Suite 200-j, Palm Beach, FL 33480
BD
CRD#: 281901
Palm Beach, FL
Past

September 20, 2024 - April 28, 2025

TZERO DIGITAL ASSET SECURITIES, LLC

BD
CRD#: 316189
Hudson, NY
Past

June 18, 2024 - December 18, 2024

TZERO MARKETS

BD
CRD#: 304537
JERSEY CITY, NJ
Past

June 5, 2024 - March 4, 2025

SPEEDROUTE LLC

BD
CRD#: 104138
JERSEY CITY, NJ
Past

April 29, 2024 - April 28, 2025

TZERO SECURITIES, LLC

BD
CRD#: 123421
Hudson, NY
Past

June 1, 2023 - June 20, 2024

GLEN EAGLE WEALTH, LLC

BD
CRD#: 124504
Kingston, NJ
Past

July 15, 2022 - February 22, 2023

BOOMERANG CAPITAL LLC

BD
CRD#: 120313
ROWAYTON, CT
Past

May 29, 2018 - December 31, 2018

MONITOR CAPITAL LLC

BD
CRD#: 146087
RESEDA, CA
Past

May 16, 2018 - March 16, 2019

CAVU SECURITIES LLC

BD
CRD#: 6906
NEW YORK, NY
Past

September 8, 2017 - May 9, 2018

FCF SECURITIES AND DERIVATIVES LLC

BD
CRD#: 157067
CHICAGO, IL
Past

December 19, 2016 - May 9, 2018

NEW ALBION PARTNERS LLC

BD
CRD#: 119518
NEW YORK, NY
Past

May 2, 2016 - December 6, 2017

CROSS RESEARCH

BD
CRD#: 144823
MILLBURN, NJ
Past

February 24, 2016 - May 26, 2016

BUTLER CAPITAL PARTNERS

BD
CRD#: 114242
NEW YORK, NY
Past

June 10, 2015 - February 28, 2023

CLARKSONS SECURITIES, INC

BD
CRD#: 30882
NEW YORK, NY
Past

June 1, 2015 - October 1, 2015

D/B/A CLARKSONS PLATOU SECURITIES

BD
CRD#: 113325
NEW YORK, NY
Past

November 6, 2014 - November 30, 2015

HARVEST USA

BD
CRD#: 165614
NEW YORK, NY
Past

February 3, 2014 - November 5, 2015

PRIME EXECUTIONS, INC.

BD
CRD#: 32889
NEW YORK, NY
Past

March 6, 2013 - April 12, 2019

BOOMERANG CAPITAL LLC

BD
CRD#: 120313
Hudson, NY
Past

August 9, 2010 - April 17, 2015

WELBORN CAPITAL LLC

BD
CRD#: 152234
HUDSON, NY
Past

April 7, 2010 - September 10, 2010

BOOMERANG CAPITAL LLC

BD
CRD#: 120313
ROWAYTON, CT
Past

June 4, 2009 - December 31, 2009

BDR RESEARCH LLC

BD
CRD#: 138834
FLANDERS, NJ
Past

February 4, 2009 - May 30, 2009

CF GLOBAL TRADING, LLC

BD
CRD#: 104245
NEW YORK, NY
Past

October 31, 2008 - January 16, 2009

HFV ASSET MANAGEMENT, L.P.

RIA
CRD#: 131397
DALLAS, TX
Past

May 11, 2007 - March 13, 2009

HFV INVESTMENTS, LLC

BD
CRD#: 47771
HUDSON, NY
Past

May 31, 2006 - October 27, 2008

BDR RESEARCH LLC

BD
CRD#: 138834
NEW YORK, NY
Past

March 21, 2006 - November 14, 2008

BDR RESEARCH GROUP LLC

RIA
CRD#: 130836
NEW YORK, NY
Past

May 12, 2004 - May 26, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 8, 2000 - April 16, 2004

BALIS LEWITTES & COLEMAN, INC.

BD
CRD#: 33345
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/22/2023)
RR
Florida
(2/22/2023)
RR
Illinois
(2/22/2023)
RR
New York
(2/22/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/20/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 2/22/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/2/2023
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FC
FARVAHAR CAPITAL LLC
CLARITYSPRING SECURITIES LLC | FARVAHAR CAPITAL LLC

CRD#: 281901 / SEC#: , 8-69692

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
214 Brazilian Avenue Suite 200-j, Palm Beach, FL 33480
Mailing Address
214 Brazililan Avenue Suite 200-j, Palm Beach, FL 33480
Phone number
(561) 805-3588
Established
Delaware since 08/11/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
OMEED MALIK ADVISORS LLC100% OWNER
GRAY, JOHN CLARKEFINOP/CFO1367440
MALIK, OMEEDCHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER5845978

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


FARVAHAR CAPITAL LLC

CRD#: 281901Rowayton, CT 06853

TRUST BUT VERIFY

Monitor Maureen Obrien-aderholdt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
Randy Brickman
Randy BrickmanAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
NORTH WOODMERE, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics