Christopher Anthony O'brien
Investment adviser representative at Cole Wealth Management, LLC
26 yearsExperience
1 stateRegistered in
$181.1MFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Cole Wealth Management, LLCSep 2005 to now
- Self-employedApr 2000 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cole Wealth Management, LLC
$181.1MAssets managed
281Clients
4Advisers
8 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
- 4428236
- Firm CRD
- 134509