Seamus Thomas Obrien

Employer firm

Summit Wealth Group CRD 335242

$2.31B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 12/2018
  Pershing Advisor Solutions Llc
  Jersey City, NJ
• 01/2019 → 05/2022
  Pershing Advisor Solutions Llc
  Havertown, PA
• 06/2022 → 01/2026
  Sei Investments Distribution Co.
  Oaks, PA
• 06/2022 → 01/2026
  Sei Investments Management Corp.
  Oaks, PA
• 01/2026 → Present
  Summit Wealth Group
  Colorado Springs, CO

Previous Registrations

• 2022-06-09 → 2026-01-06
  Sei Investments Management Corp
  Oaks, PA
  Havertown, PA
• 2008-06-06 → 2015-10-06
  Bny Mellon Advisors, Inc.
  King Of Prussia, PA
• 2004-02-23 → 2004-08-27
  Brinker Capital Inc
  King Of Prussia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-16
• S63 Uniform Securities Agent State Law Examination
  2000-03-15

Other Names

• Seamus Thomas O'BRien