linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mary Elizabeth Obrien

J.h. Darbie & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mary? Claim Your Profile

About Mary Elizabeth Obrien

Mary Elizabeth Obrien is a licensed investment advisor with over 40 years of experience in the financial services industry. Mary is currently a Registered Representative at J.h. Darbie & CO., Inc. Previously Mary was a Registered Representative at KENNETH, JEROME & CO.,INC., L.C. WEGARD & CO., INC., G. K. SCOTT & CO., INC., DOLAN & PITCHER, INC. and ISFA CORPORATION. Mary's areas of focus include portfolio management for individuals and selection of other advisors. Mary holds the Series 63, Series 14, Series 24, Series 52TO, Series 53 and SIE licenses.

Firm Information

Mary Obrien is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

subadvisory and solicitations

Subadvisory and solicitations

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.

check

percentage of assets

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

check

other

Subadvisory and solicitations

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mary Obrien’s Registration & Firm History

NJ

05/19/2023 - Present

J.h. Darbie & CO., Inc. (Florham Park NJ)

NJ

08/19/1991 - 12/22/2023

KENNETH, JEROME & CO.,INC. (FLORHAM PARK NJ)

NY

10/09/1989 - 08/12/1991

L.C. WEGARD & CO., INC. (NEW YORK NY)

NY

06/30/1988 - 09/21/1989

G. K. SCOTT & CO., INC. (PLAINVIEW NY)

NA

01/08/1985 - 07/12/1988

DOLAN & PITCHER, INC.

NA

03/11/1983 - 01/18/1985

ISFA CORPORATION

Not sure if Mary Elizabeth Obrien is right for you?

Licenses & Designations

BC

Issued 09/21/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/11/1999

Series 24 - General Securities Principal Examination

BC

Issued 06/04/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mary Elizabeth Obrien.
Not sure if Mary Elizabeth Obrien is right for you?