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Brian Sheehan Brady

Obermeyer Wealth Partners

Aspen, CO

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Current Employers
Obermeyer Wealth Partners

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-11-10
  • CO RA
    APPROVED
    Since 2021-11-10

Branch Locations

501 Rio Grande Place Suite 107, Aspen, CO 81611 • 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
Obermeyer Wood Investment Counsel Aspen CO 10/2018 Present
Vertafore, Inc. Denver CO 03/2017 10/2018
Us-Ireland Alliance Washington DC 04/2015 12/2016
  • 10/2018 → Present
    Obermeyer Wood Investment Counsel
    Aspen, CO
  • 03/2017 → 10/2018
    Vertafore, Inc.
    Denver, CO
  • 04/2015 → 12/2016
    Us-Ireland Alliance
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-09
  • S65 Uniform Investment Adviser Law Examination
    2021-06-09

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
STEVENSON ADVISORS, LLC · ASPEN, CO
INTEGRATED BENEFITS, INCORPORATED · Aspen, CO
ASHTON THOMAS SECURITIES, LLC · Aspen, CO
J.P. MORGAN SECURITIES LLC · Aspen, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASPEN, CO
WELLS FARGO CLEARING SERVICES, LLC · ASPEN, CO
FOUNDATIONS INVESTMENT ADVISORS LLC · ASPEN, CO

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