AdvisorOS Directory
Claim Profile
Unclaimed Profile
MO

Mark Bennett Obrien

OBRIEN GREENE & CO INC·MEDIA, Pennsylvania
Series 63Clean record35 years registeredOBRIEN GREENE & CO INC
218 W. STATE STREET, MEDIA, PA 19063CRD# 1631654Firm CRD# 110281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Bennett Obrien · MEDIA, PA
Registration
CRD #1631654 · OBRIEN GREENE & CO INC · 35 years registered
Brand Profile
Not yet started
01

Career History

OBRIEN GREENE & CO INC
May 1991 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Registration record
First registered · May 3, 1991
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OBRIEN GREENE & CO INC
CRD 110281 · SEC 801-5866
AUM
$391M
Regulatory assets under management
Employees
6
340 client accounts
Services offered by OBRIEN GREENE & CO INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at OBRIEN GREENE & CO INC →
Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MEDIA?

Browse all registered financial advisors in MEDIA, Pennsylvania or claim this profile if it's yours.

Browse MEDIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mark Bennett Obrien offer?
Mark Bennett Obrien specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MEDIA, Pennsylvania for a consultation.
What are Mark Bennett Obrien's credentials?
Mark Bennett Obrien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Bennett Obrien located?
Mark Bennett Obrien is based in MEDIA, Pennsylvania, working with OBRIEN GREENE & CO INC. Their office serves clients in the MEDIA metropolitan area and surrounding communities.
How does Mark Bennett Obrien charge for services?
Mark Bennett Obrien's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OBRIEN GREENE & CO INC?
OBRIEN GREENE & CO INC has approximately 6 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OBRIEN GREENE & CO INC

Matthew Bennett Obrien
MEDIA, PA

More Advisors in MEDIA, Pennsylvania

Jeffrey Michael Hugo
INR ADVISORY SERVICES, LLC·MEDIA, PA
ChFC
Kevin J. Manning
STONE PINE FINANCIAL PARTNERS, LLC·MEDIA, PA
CFP
Michael Bernard Glackin
INR ADVISORY SERVICES, LLC·MEDIA, PA
CFP
Andrew Harrod Herron
STONE PINE FINANCIAL PARTNERS, LLC·MEDIA, PA
Ronald Scott Lehman
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC·MEDIA, PA
Thomas Allen Goldsmith
FLAGSHIP CAPITAL MANAGEMENT INC·MEDIA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile