Daniel Henry Obrien
Investment adviser representative at Assetmark, Inc.
19 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Assetmark Brokerage, LLCJan 2025 to now
- Assetmark, Inc.Dec 2024 to now
- Assetmark Financial Holdings, IncDec 2024 to now
- Calibri Strategies, LLCJul 2024 to now
- LPL Financial LLCApr 2021 to Jul 2024
- National Financial ServicesMay 2007 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2917556
- Firm CRD
- 109018