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Meghan D'aRcy O'BRien

Commonwealth Financial Network

Syracuse, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-21
  • NY RA
    APPROVED
    Since 2026-04-21

Branch Locations

134 North Lowell Ave, Syracuse, NY 13204 • 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
Pbj Wealth Management Syracuse NY 05/2021 Present
Marcellus Central Schools Marcellus NY 09/2011 06/2018
State University Of New York At Plattsburgh Plattsburgh NY 08/2018 12/2021
Lakeside Vista Restaurant Marietta NY 05/2015 08/2018
The View Sports Bar And Grill Tully NY 06/2019 08/2021
  • 05/2021 → Present
    Pbj Wealth Management
    Syracuse, NY
  • 09/2011 → 06/2018
    Marcellus Central Schools
    Marcellus, NY
  • 08/2018 → 12/2021
    State University Of New York At Plattsburgh
    Plattsburgh, NY
  • 05/2015 → 08/2018
    Lakeside Vista Restaurant
    Marietta, NY
  • 06/2019 → 08/2021
    The View Sports Bar And Grill
    Tully, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
S63 Uniform Securities Agent State Law Examination 2025-11-10
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21
  • S63 Uniform Securities Agent State Law Examination
    2025-11-10
Other Names
  • Meghan O'BRien

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
CHARLES SCHWAB & CO., INC.
STRATEGIC FINANCIAL SERVICES
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
JANNEY MONTGOMERY SCOTT LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN
Lea Brigitte DiGiovanni
J DANIEL PLUFF
FRANK PRIOR ARKINSON
THEODORE FRANK BINDER
MARCIA T. IRVIN

Other Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY
EAGLE STRATEGIES LLC · DEWITT, NY
COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

More in Syracuse, NY

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