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
| Title | Member |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2020 |