Doran Joseph O'brien
Investment adviser representative at Trajan Wealth, L.L.C.
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Trajan Wealth, L.L.C.Jul 2026 to now
- Simplicity WealthOct 2025 to May 2026
- Juniper Wealth ManagementJun 2025 to May 2026
- Lucas Retirement GroupJan 2025 to Jun 2025
- ZarepathAug 2024 to Sep 2025
- Strategy Financial GroupDec 2021 to Dec 2024
- Edward JonesJul 2019 to Sep 2021
- Counsel Wealth ManagementJun 2018 to Jun 2019
- Kage Innovation LLCMay 2018 to Jun 2018
- Community Living OptionsMay 2017 to Aug 2017
- Mains'l Services LLCJan 2017 to May 2018
- Sheehy Construction Co.,Jun 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 6975989
- Firm CRD
- 158847