Unclaimed Profile

James Robert O'brien

GILL CAPITAL PARTNERS, LLC·DENVER, Colorado

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 27, Series 63, Series 65, Series 99TOCFPClean record24 years registeredGILL CAPITAL PARTNERS, LLC

600 S. CHERRY ST., DENVER, CO 80246-1710CRD# 1594632Firm CRD# 14559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Robert O'brien · DENVER, CO

Registration

CRD #1594632 · GILL CAPITAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

GILL CAPITAL PARTNERS

Jan 2004 – present

O'BRIEN CAPITAL MANAGEMENT, INC.

Jul 2002 – Dec 2005

HIGHLANDS RANCH, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · July 19, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GILL CAPITAL PARTNERS, LLC

CRD 14559 · SEC 801-67301

AUM

$718M

Regulatory assets under management

Employees

1,518 client accounts

Services offered by GILL CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GILL CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Robert O'brien offer?

James Robert O'brien specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are James Robert O'brien's credentials?

James Robert O'brien holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Robert O'brien located?

James Robert O'brien is based in DENVER, Colorado, working with GILL CAPITAL PARTNERS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does James Robert O'brien charge for services?

James Robert O'brien's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GILL CAPITAL PARTNERS, LLC?

GILL CAPITAL PARTNERS, LLC has approximately 18 employees and manages $718M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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