Best Investors Account Sign in
Inactive

Ryan C O'BRien

O'BRien Strategic Wealth

South Park, PA

Claim This Profile
Current Employers
O'BRien Strategic Wealth

South Park, PA • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-09
OH RA APPROVED 2026-04-09
WV RA APPROVED 2026-04-09
PA RA APPROVED 2026-04-08
  • FL RA
    APPROVED
    Since 2026-04-09
  • OH RA
    APPROVED
    Since 2026-04-09
  • WV RA
    APPROVED
    Since 2026-04-09
  • PA RA
    APPROVED
    Since 2026-04-08

Branch Locations

South Park, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Wexford PA 04/2006 02/2026
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2025
Fidelity Investments Boston MA 03/2025 02/2026
Strategic Advisers Llc Pittsburgh PA 03/2025 02/2026
O'BRien Strategic Wealth South Park PA 02/2026 Present
  • 04/2006 → 02/2026
    Fidelity Investments
    Wexford, PA
  • 07/2018 → 03/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 02/2026
    Fidelity Investments
    Boston, MA
  • 03/2025 → 02/2026
    Strategic Advisers Llc
    Pittsburgh, PA
  • 02/2026 → Present
    O'BRien Strategic Wealth
    South Park, PA
Previous Registrations
Other Businesses

-Licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-03-10
S63 Uniform Securities Agent State Law Examination 1999-09-28
  • S65 Uniform Investment Adviser Law Examination
    2000-03-10
  • S63 Uniform Securities Agent State Law Examination
    1999-09-28
Other Names
  • Ryan Christopher Obrien
  • Ryan Christopher Obrien
  • Ryan Christopher O'BRien

View on SEC IAPD

Other Firms

CITIZENS SECURITIES, INC.
ROCKCLIFF CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CHARLES SCHWAB & CO., INC.

Other Investors

JENNIFER SMITH
FRANCIS O'CONNOR
FRANK WESLEY MORGAN
ROBERT ZEWE
CHAD A NEICHTER
JOHN F. CODY
SCOTT THOMAS FETSKO
SAMUEL J WHALEN

Other Offices

CITIZENS SECURITIES, INC. · Pittsburgh, PA
ROCKCLIFF CAPITAL, LLC · PITTSBURGH, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSBURGH, PA
PNC WEALTH MANAGEMENT LLC · PITTSBURGH, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UPPER SAINT CLAIR, PA
J.P. MORGAN SECURITIES LLC · Pittsburgh, PA
KEY INVESTMENT SERVICES LLC · PITTSBURGH, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · BETHEL PARK, PA

More in South Park, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor