Unclaimed
Ronan Michael Obyrne is a financial advisor with Sanctuary Advisors, LLC and has over 24 years of experience in the industry. Ronan is a registered representative in New Jersey and New York and has passed several industry exams including the Series 66, Series 55 and Series 7. Ronan has previously worked with Fieldpoint Private Securities, LLC, Citigroup Global Markets Inc., Weeden & Co.L.P., Banc of America Securities LLC, and Morgan Stanley & Co., Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
07/22/2022 - Present
Sanctuary Advisors, LLC (SHORT HILLS NJ)
CT
12/15/2014 - 07/28/2022
FIELDPOINT PRIVATE SECURITIES, LLC (GREENWICH CT)
NY
04/06/2011 - 07/18/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
06/17/2008 - 01/14/2011
WEEDEN & CO.L.P. (GREENWICH CT)
NY
05/12/2005 - 06/18/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/01/1997 - 05/10/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 05/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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