Investment adviser representative · Summit Wealth Group
Seamus T. Obrien
CRD 4125067 · Colorado Springs, CO
At a glance
Seamus T. Obrien is an investment adviser representative with Summit Wealth Group in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Seamus’s SEC record dates to 2004, about 22 years ago.
Current advisory firm
- Summit Wealth GroupSince January 2026Colorado Springs, CO · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Seamus’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.