Sean O'Brien has been an investment adviser representative at Andrew Hill Investment Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners. Sean O'Brien holds a Bachelor's degree in Finance from Canisius University and an MBA from Canisius University.
Andrew Hill Investment Advisors, Inc. is a Naples, FL firm with $231M under management, 253 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Sean O'Brien is an Associate Portfolio Manager and registered investment adviser representative with Andrew Hill Investment Advisors, providing investment advisory services in New York and Florida. He supports client portfolios through research on equities, fixed income securities and market trends, working closely with the firm's President on portfolio strategy and implementation. He joined full time in spring 2024, after working part time as a Research Analyst during his MBA program.
- – present · 1 yearWest Seneca, NY · Adviser representative · Firm CRD 141590
Investment adviser representative registrations
Sean O'Brien is registered as an investment adviser representative in 2 states. The first approvals date from April 2025; the most recent is Florida, in May 2025.
- FloridaSince 1 May 2025
- New YorkSince 24 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sean Joseph O'Brien
- CRD
- 8081152
- Firm
- Andrew Hill Investment Advisors · CRD 141590
- Office
- West Seneca, NY
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- responsibleadvisors.com
Where does Sean O'Brien work?
Sean O'Brien is an investment adviser representative registered through Andrew Hill Investment Advisors, Inc. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sean O'Brien a financial advisor?
Yes. Sean O'Brien has a current investment-adviser registration in Florida and New York, through Andrew Hill Investment Advisors since April 2025.
How many years of experience does Sean O'Brien have?
Sean O'Brien has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Sean O'Brien passed?
Sean O'Brien passed the Series 65 in April 2025.
Where is Sean O'Brien based?
Sean O'Brien’s registered office is in West Seneca, NY.
Is Sean O'Brien registered with FINRA?
No. Sean O'Brien has no current broker registration.
How can I verify Sean O'Brien’s record?
Search CRD 8081152 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean O'Brien’s full registration record.
