David Christopher O'BRien

Current Employers

Employment History

• 07/2016 → 08/2019
  Morgan Stanley
  Westborough, MA
• 08/2016 → 08/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2019 → Present
  Asset Strategy Advisors
  Natick, MA
• 08/2019 → Present
  Concorde Investment Services, Llc
  Livonia, MI

Previous Registrations

• 2016-08-02 → 2019-08-20
  Morgan Stanley
  Westborough, MA
• 2011-03-18 → 2016-04-04
  Allspring Funds Management, Llc
  Boston, MA
• 2010-08-10 → 2011-03-14
  Foxhall Capital Management, Inc.
  Middleburg, VA

Other Businesses

1) Asset Strategy Advisors, Investment related, Natick, MA. DBA for securities, insurance and Investment Advisory activities. Start date, August 2019. Full time during trading hours. 2) Asset Strategy Financial Group, DBA for securities, insurance, and investment related activities. Registered Representative, Insurance Agent and Senior Consultant. Start date, August 2019. Full time during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-09
• S63 Uniform Securities Agent State Law Examination
  1996-06-05

Designations

Other Names

• David Christopher Obrien
• David Christopher Obrien
• Dave O'BRien
• David Obrien