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Samuel B O'Brien

President/Chief Compliance OfficerCapital View Wealth Management, LLCCRD 853866

About Samuel B O'Brien

Samuel B O'Brien is listed as President/Chief Compliance Officer at Capital View Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Capital View Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Samuel B O'Brien work?

Samuel B O'Brien is listed as President/Chief Compliance Officer at Capital View Wealth Management, LLC on SEC Form ADV.

How much of Capital View Wealth Management, LLC does Samuel B O'Brien own?

Form ADV reports a beneficial ownership band of Over 75%.

Capital View Wealth Management, LLC

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2003
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