TO
Terence O'brien
CRD 862916
Firms
| Firm | Role | As of |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (4)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Association Of Contracting Plumbers Of City Of New York Inc | EXEC. VICE PRESIDENT | $374K | 12/31/2024 |
| Plumbing Industry Promotion Fund Of New York City | ADMINISTRATOR | — | 12/31/2024 |
| Plumbing Foundation City Of New York Inc | SENIOR DIRECTOR | — | 12/31/2024 |
| Plumbers Local Union No 1 Trade & Education Fund | EMPLOYER TRUSTEE | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗