Zachary Scott O'Brien
Investment Adviser Representative at Crown Wealth Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Scott O'Brien is an investment adviser representative with Crown Wealth Group LLC in Advance, NC, where they have been registered since 2020. They have worked in the securities industry since 2009 and were previously registered with Thrivent Investment Management Inc. 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 North Carolina and Texas.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
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.
- Thrivent Investment Management IncJun 2009 – Feb 2020Advance, NC
- Thrivent Financial FOR LutheransNov 2009 – Feb 2020Appleton, WI
- Crown Wealth Group LLCFeb 2020 – no end date reportedAdvance, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Crown Wealth Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- All Assets0.85%
- All Assets (max)1.70%
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
Cash flow analysis, strategic tax optimization, goals-based planning and investing, risk management, estate planning and wealth transfer, executive compensation planning, generational wealth planning, real estate advisory, business strategy and mergers and acquisitions, strategic giving strategies, lifestyle concierge services, and financial organization via asset aggregation technology.
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:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Charlotte, NC
- SEC file number:
- 801-120589
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 10, 2026
View full firm profileOther advisors at Crown Wealth Group LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Scott 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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