Sean Michael O'brien
Investment adviser representative at Echo45 Advisors LLC
21 yearsExperience
1 stateRegistered in
$227.4MFirm assets
6 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
- Pension consulting
Experience
21 years in the industry.
- Echo45 Advisors LLCJun 2026 to now
- Central Valley Advisors, LLC dba O'brien Wealth ManagementJun 2023 to Jun 2026
- Raymond James Financial Services dba O'brien Wealth ManagementApr 2019 to Jun 2023
- Bank of America, N.A.Jul 2011 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2005 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Echo45 Advisors LLC
$227.4MAssets managed
201Clients
6Advisers
6 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
- 5012235
- Firm CRD
- 307265