Matthew Kyle O'BRien

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/2018 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2017 → 05/2018
  Winthrop University Residence Life
  Rock Hill, SC
• 09/2014 → 12/2016
  Carolina Panthers
  Charlotte, NC
• 01/2016 → 03/2017
  Walk2Campus Properties
  Rock Hill, SC
• 05/2018 → 08/2018
  Ridge Haven Camp Conference
  Brevard, NC
• 08/2017 → 06/2019
  The North Face
  Charlotte, NC
• 08/2012 → 05/2018
  Winthrop University
  Rock Hill, SC
• 03/2017 → 08/2017
  Academy Sports & Outdoors
  Rock Hill, SC
• 05/2017 → 08/2017
  Catawba Regional Council Of Governments Office
  Rock Hill, SC
• 08/2018 → 11/2025
  Self Employed
  Charlotte, NC
• 09/2018 → Present
  Vanguard Marketing Corporation
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2018-11-13

Other Names

• Mo Obrien
• Matthew Obrien
• Matthew Kyle Obrien