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Eamonn O

Series 63, Series 65

New York, NY

Meristead Wealth, LLC

Eamonn Obrien is a financial advisor at Meristead Wealth, LLC with Series 63 and Series 65 credentials. He has a decade of prior experience at Stansberry Asset Management before joining Meristead Wealth in 2026. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds for accredited investors. The firm employs a blend of top-down macro analysis and fundamental bottom-up research to implement opportunistic, value-oriented strategies across global equities and credit.

Private / alternative investments Active portfolio management Concentrated stock management
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George S

Series 65

New York, NY

Meristead Wealth, LLC

George Stock III is a financial advisor at Meristead Wealth, LLC with a Series 65 credential and three years of industry experience. His prior work includes roles at Stansberry Asset Management, LLC, Zsenia Investments INC., and KPMG. Outside of advising, he has been involved with ventures such as DraftDay Gaming Group and LRG Venture Inc. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach combining top-down macro analysis and fundamental bottom-up research, and it manages multiple private credit funds alongside separately managed accounts.

Private / alternative investments Active portfolio management Concentrated stock management
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