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Russell William O'BRien

Slatestone Wealth LLC

Jupiter, FL

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Current Employers
Slatestone Wealth Llc

661 University Blvd Suite 100, Jupiter, FL 33458 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-17
  • FL RA
    APPROVED
    Since 2023-08-17

Branch Locations

661 University Blvd Suite 100, Jupiter, FL 33458 • 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
Morgan Stanley North Palm Beach FL 01/2014 07/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 07/2023
Slatestone Wealth, Llc Jupiter FL 07/2023 Present
  • 01/2014 → 07/2023
    Morgan Stanley
    North Palm Beach, FL
  • 01/2015 → 07/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2023 → Present
    Slatestone Wealth, Llc
    Jupiter, FL
Previous Registrations
  • 2014-02-10 → 2023-08-02
    Morgan Stanley
    Palm Beach Gardens, FL
  • 2012-02-03 → 2014-02-04
    Pnc Wealth Management Llc
    Palm Beach, FL
    Columbus, OH
    Philadelphia, PA
    Palm Beach Gardens, FL
  • 2007-09-10 → 2009-03-23
    Stanford Group Company
    Boca Raton, FL
    Vero Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-01
S63 Uniform Securities Agent State Law Examination 1990-08-27
  • S65 Uniform Investment Adviser Law Examination
    2012-06-01
  • S63 Uniform Securities Agent State Law Examination
    1990-08-27
Designations
Other Names
  • Russell W Obrien
  • Russell William Obrien

View on SEC IAPD

Other Firms

&PARTNERS
STRAIGHTPATH MANAGEMENT INC
NIGHTHAWK MANAGEMENT GROUP
LPL FINANCIAL LLC
NOVEM GROUP
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
CORE WEALTH MANAGEMENT, INC.

Other Investors

DANIEL DOYCE PAYNE
DENNIS PATRICK HARKIN
JOSHUA BRETT RUDOLPH
ERIN KATHERINE GIBBS-MATHEY
JASON WAYNE JOANIS
KIMBERLY LYNNE PIERCE
JACOB ANTHONY METRO
CHARLES JOHN DANIELS

Other Offices

&PARTNERS · Jupiter, FL
STRAIGHTPATH MANAGEMENT INC · JUPITER, FL
NIGHTHAWK MANAGEMENT GROUP · JUPITER, FL
LPL FINANCIAL LLC · JUPITER, FL
NOVEM GROUP · Jupiter, FL
LPL FINANCIAL LLC · JUPITER, FL
MML INVESTORS SERVICES, LLC · Jupiter, FL
OSAIC WEALTH, INC. · Jupiter, FL

More in Jupiter, FL

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