Mark Obrien
Obrien Greene & CO · Media, Pennsylvania
Mark Obrien is a fee-only financial advisor at Obrien Greene & CO in Media, Pennsylvania. Obrien Greene & CO reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Obrien Greene & CO |
|---|---|
| Based in | Media, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $464.3M across 355 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 1631654 |
| Exams passed | Series 63 (1987) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.obriengreene.com |
| Profile |
How Mark's firm compares
- Obrien Greene & CO's average account is about $1.3 million, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Mark
Is Mark Obrien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Obrien Greene & CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Obrien Greene & CO, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Mark Obrien based?
Mark Obrien is based in Media, Pennsylvania.
Is Mark Obrien registered with the SEC?
Yes. Mark Obrien is registered as an investment adviser representative in PA and TX (CRD 1631654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Obrien Greene & CO manage?
Obrien Greene & CO reports $464.3M across 355 accounts in assets under management.
How do I contact Mark Obrien?
Through Mark's website, www.obriengreene.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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