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Tom O'Brien

MemberVantage Wealth Management, LLCCRD 5529111

About Tom O'Brien

Tom O'Brien is listed as Member at Vantage Wealth Management, LLC in San Mateo, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Vantage Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Tom O'Brien work?

Tom O'Brien is listed as Member at Vantage Wealth Management, LLC on SEC Form ADV.

How much of Vantage Wealth Management, LLC does Tom O'Brien own?

Form ADV reports a beneficial ownership band of 10-25%.

Vantage Wealth Management, LLC

TitleMember
Ownership10-25%
Control personYes
Since2020