Matthew Obrien
Obrien Greene & CO · Media, Pennsylvania
Matthew 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 FL, NJ, PA, TX, VA · CRD 6556205 |
| Exams passed | Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.obriengreene.com |
| Profile |
How Matthew'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 Matthew
Is Matthew Obrien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew'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 Matthew Obrien based?
Matthew Obrien is based in Media, Pennsylvania.
Is Matthew Obrien registered with the SEC?
Yes. Matthew Obrien is registered as an investment adviser representative in FL, NJ, PA, TX and VA (CRD 6556205), 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 Matthew Obrien?
Through Matthew'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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