Wells Fargo Advisors
44yrs
Top advisor by experience in Burlington
23yrs
Chris O'Brien has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Burlington, Vermont. After 12 years at UBS Financial Services and a year at Morgan Stanley & Co., Chris joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Chris holds the ChFC designation.
One of 120 advisors with offices in Burlington, and one of 112 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 68% of advisors in Burlington
Office180 Battery St Suite 300, Burlington, VT 05401
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2008 – 2020UBS Financial Services Inc.Previously
- Apr 2007 – Aug 2008Morgan Stanley & Co. LLCPreviously
- 2004 – 2007Morgan Stanley DW Inc.Previously
Contact Chris
Local office(802) 864-8000Ask for Chris. (314) 875-3000Main office · St. Louis, MO 180 Battery St Suite 300Burlington, VT 05401Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Chris
Tailored to Chris’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chris
How do I contact Chris?
Call Chris’s local office at (802) 864-8000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Chris O'Brien.
How long has Chris been a financial advisor?
Chris has been in the industry since 2004, about 23 years. More experience than 68% of advisors in Burlington.
What licenses does Chris hold?
Series 66. Tap any license on this page to see what it allows.
Is Chris a fiduciary?
Chris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chris paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chris for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
41yrs
Top 2% by experience in Burlington
Cetera Investment Advisers
40yrs
Top 2% by experience in Burlington
Raymond James & Associates
39yrs
Top 3% by experience in Burlington
Raymond James & Associates
37yrs
Top 4% by experience in Burlington
LPL Financial
37yrs
Top 5% by experience in Burlington