Unclaimed Profile

David Wesolowicz

O'BRIEN INVESTMENT GROUP LLC·SKOKIE, Illinois

Clean recordO'BRIEN INVESTMENT GROUP LLC

5215 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 2055505Firm CRD# 286390

Profile Verification

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

Identity

David Wesolowicz · SKOKIE, IL

Registration

CRD #2055505 · O'BRIEN INVESTMENT GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Wesolowicz is a registered financial advisor based in SKOKIE, Illinois, affiliated with O'BRIEN INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

O'BRIEN INVESTMENT GROUP LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at O'BRIEN INVESTMENT GROUP LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2055505

Firm CRD# 286390

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Frequently Asked Questions

What services does David Wesolowicz offer?

David Wesolowicz specializes in Investment Management, Wealth Management. Contact their office in SKOKIE, Illinois for a consultation.

What are David Wesolowicz's credentials?

David Wesolowicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wesolowicz located?

David Wesolowicz is based in SKOKIE, Illinois, working with O'BRIEN INVESTMENT GROUP LLC. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.

How does David Wesolowicz charge for services?

David Wesolowicz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is O'BRIEN INVESTMENT GROUP LLC?

O'BRIEN INVESTMENT GROUP LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.

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