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Daniel Christopher O'Brien

Fisher Investments

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About Daniel Christopher O'Brien

Daniel Christopher O'Brien is a Registered Investment Advisor representative at Fisher Investments. Daniel has been in the industry since 2002 and has experience working with various clients, including high-net-worth individuals, charitable organizations, and corporations. Daniel is licensed in California and Texas. Daniel's previous employers include Morgan Stanley Smith Barney and UBS Securities LLC.

Firm Information

Daniel O'Brien is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel O'Brien’s Registration & Firm History

CA

08/15/2023 - Present

Fisher Investments (SAN MATEO CA)

MD

02/25/2010 - 10/17/2011

MORGAN STANLEY SMITH BARNEY (GAITHERSBURG MD)

NY

11/19/2002 - 06/04/2008

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Christopher O'Brien.
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