Kolin Joseph O'BRien

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2009 → 08/2017
  Lpl Financial, Llc
  Springfield, IL
• 09/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2017 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2009-10-20 → 2017-09-12
  Lpl Financial Llc
  Springfield, IL
• 2008-07-18 → 2009-09-04
  Equitable Advisors, Llc
  Springfield, IL

Other Businesses

DBA, FIRSTRUST FINANCIAL RESOURCES. ST. PATRICKS DAY MARCHING BAND PARADE, EXECUTIVE BOARD MEMBER AND PRESIDENT, CHARITABLE GIVING AND PLANNING PARADE, START 02.2012. SPARC, BOARD MEMBER, FUNDRAISING, START 08.2023. 100+ WHO CARE, BOARD MEMBER, EVENT PLANNING AND FUNDRAISING, START 06.2023. OUTSIDE INSURANCE BROKERAGE.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-17

Other Names

• Kolin J O'BRien
• Kolin Joseph O'BRien
• Kolin Joseph Obrien