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Daniel Joseph O'brien

WHITNEY HOLDINGS LLC·NEW CANAAN, Connecticut
Unclaimed Profile
130 MAIN STREET, NEW CANAAN, CT 06840CRD# 4372958Firm CRD# 163195
01

About

Daniel Joseph O'brien is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with WHITNEY HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
WHITNEY HOLDINGS LLC
WHITNEY HOLDINGS LLC
AUM
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Regulatory assets under management
Employees
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Total firm employees
View all advisors at WHITNEY HOLDINGS LLC →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 4372958
Firm CRD# 163195
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph O'brien offer?
Daniel Joseph O'brien is a registered financial advisor in NEW CANAAN, Connecticut. Contact their office for details on services offered.
What are Daniel Joseph O'brien's credentials?
Daniel Joseph O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph O'brien located?
Daniel Joseph O'brien is based in NEW CANAAN, Connecticut, working with WHITNEY HOLDINGS LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How large is WHITNEY HOLDINGS LLC?
WHITNEY HOLDINGS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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