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
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2003 |