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Sean O
Series 63, Series 65
Holmdel, NJ
Kestra Advisory
Sean Obrien is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Kestra Advisory Services, LLC since 2016 and is the founder of O'Brien Wealth Management, LLC, which provides investment advisory services through Kestra. He serves on the endowment committee at Christian Brothers Academy, overseeing the management of their endowment fund. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms while serving clients such as large institutional investors and sovereign wealth funds.
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