Meghan D'aRcy O'BRien

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2026-04-21
• S63 Uniform Securities Agent State Law Examination
  2025-11-10

Other Names

• Meghan O'BRien