Brian Sheehan Brady
Investment adviser representative at Obermeyer Wealth Partners
11 yearsExperience
1 stateRegistered in
$3BFirm assets
28 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Obermeyer Wealth PartnersNov 2021 to now
- Obermeyer Wood Investment CounselOct 2018 to now
- Vertafore, Inc.Mar 2017 to Oct 2018
- Us-ireland AllianceApr 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Obermeyer Wealth Partners
Legal name: Obermeyer Wood Investment Counsel, Lllp
$3BAssets managed
1,157Clients
19Advisers
28 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
- 7400479
- Firm CRD
- 110069