John Basil O'brien
Investment adviser representative at Evoadvisors
12 yearsExperience
1 stateRegistered in
$337.2MFirm assets
9 yearsFirm in business
Are you John Basil O'brien? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- EvoadvisorsMay 2022 to now
- EvoadvisersAug 2020 to now
- MercarisMay 2019 to Aug 2019
- Wild Earth FermentationMay 2018 to Aug 2018
- Virginia TechSep 2016 to May 2020
- Ruth's Chris SteakhouseJan 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Evoadvisors
Legal name: Evolution Advisers, Inc.
$337.2MAssets managed
168Clients
5Advisers
9 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
- 7520563
- Firm CRD
- 149615