Sean Michael O'BRien

Employer firm

Echo45 Advisors LLC CRD 307265

$227M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 08/2005 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 07/2011 → 04/2019
  Bank Of America, N.A.
  Sacramento, CA
• 04/2019 → 06/2023
  Raymond James Financial Services Dba O'BRien Wealth Management
  Stockton, CA
• 06/2023 → 06/2026
  Central Valley Advisors, Llc Dba O'BRien Wealth Management
  Sacramento, CA
• 06/2026 → Present
  Echo45 Advisors Llc
  Walnut Creek, CA

Previous Registrations

• 2023-06-22 → 2026-06-22
  The Salvetti Group
  Sacramento, CA
• 2019-04-26 → 2023-07-05
  Raymond James Financial Services Advisors, Inc
  Stockton, CA
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA
• 2006-01-05 → 2019-04-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Other Businesses

1) Name of Business: Rental Property; 5309 Sandburg Dr., Sacramento, CA, Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related; Start Date: 11/11/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 2) Name of Business: STREAMLINE SOFTWARE; NON INVESTMENT-RELATED; 2321 P ST., SACRAMENTO, CA 95816; SOFTWARE; PASSIVE INVESTOR; OCTOBER 2022; 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS; 0 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS; PASSIVE INVESTOR WITH ZERO CONTROL 3) Salvation Army; Not Investment Related; Sacramento, CA; Non-Profit; Advisory Board; Volunteer Board Member; Start date 08/2019; Approximately 2-10 hours/month with 0-1 hour/month during trading hours 4) Licensed Insurance Agent; Investment Related; Start date: 12/06/2007; 1 hour a month during non-market hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-29

Other Names

• Sean M Obrien
• Sean M O'BRien