Sean Michael O'Brien
Investment Adviser Representative at THE Salvetti Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sean Michael O'Brien is an investment adviser representative with The Salvetti Group in Sacramento, CA, where they have been registered since 2023. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2005 – Apr 2019Sacramento, CA
- Bank of America, N.A.Jul 2011 – Apr 2019Sacramento, CA
- Raymond James Financial Services DBA O'brien Wealth ManagementApr 2019 – Jun 2023Stockton, CA
- Central Valley Advisors, LLC DBA O'brien Wealth ManagementJun 2023 – Jun 2026Sacramento, CA
- Echo45 Advisors LLCJun 2026 – no end date reportedWalnut Creek, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Salvetti Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management and financial planning, including tailored guidance, personalized recommendations, and concierge-level client experience to help clients manage their financial affairs and pursue their financial goals.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Sacramento, CA
- SEC file number:
- 801-128204
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at THE Salvetti Group
6 other advisors in the directory
Similar advisors in Sacramento, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sean Michael O'Brien has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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