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Sean Michael O'Brien

THE Salvetti Group

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About Sean Michael O'Brien

Sean O'Brien is a financial advisor with The Salvetti Group. Sean has been in the industry for 18 years. Sean has a Series 66, Series 7 and SIE licenses and is registered in California and Texas. Sean has experience working with both individuals and businesses. The Salvetti Group primarily serves high net worth individuals and other individuals.

Firm Information

Sean O'Brien is currently registered with THE Salvetti Group. THE Salvetti Group is an investment advisor headquartered in Sacramento, California. They manage assets for individuals, high-net-worth individuals, and corporations. The firm provides portfolio management services and participates in wrap fee programs. They are registered with the SEC under number 801-128204.
THE Salvetti Group

3455 AMERICAN RIVER DR.

SACRAMENTO, CA 95864

$487.22M

Assets Under Management

Not reported

Total Clients

9

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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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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percentage of assets

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

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Sean O'Brien’s Registration & Firm History

CA

06/22/2023 - Present

THE Salvetti Group (SACRAMENTO CA)

CA

04/26/2019 - 07/05/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Sacramento CA)

CA

10/27/2005 - 04/30/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 12/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Sean Michael O'Brien. Review regulatory record here.
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