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Michael Patrick Obrien

Gregory J. Schwartz & CO., Inc.

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About Michael Patrick Obrien

Michael Obrien is a registered investment advisor representative with Gregory J. Schwartz & Co., Inc. Michael has been in the industry since October 1, 1998. Michael is registered with the state of Michigan. The firm specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles.

Firm Information

Michael Obrien is currently registered with Gregory J. Schwartz & CO., Inc.. Gregory J. Schwartz & CO., Inc. is a corporation formed in 1976, headquartered in Bloomfield Hills, MI. They provide financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles. They are registered with the SEC and in all 50 states plus Puerto Rico, and they manage over $7.7 billion in assets for clients across various categories, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
Gregory J. Schwartz & CO., Inc.

3707 W. MAPLE RD

BLOOMFIELD HILLS, MI 48301

$7.74B

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Michael Obrien’s Registration & Firm History

MI

04/21/2017 - Present

Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)

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Licenses & Designations

IA

Issued 12/06/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Patrick Obrien.
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