Brenna LapierreCRD Number: 7226879
Current Firm: O'brien Wealth Partners LLC
Brenna Lapierre (CRD# 7226879) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 2 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|O'brien Wealth Partners LLC||Boston, MA||May 2018 - Current||4|
|Northeastern University||Boston, MA||Dec 2016 - May 2018||1|
|O'brien Wealth Partners LLC||Boston, MA||May 2016 - Dec 2016||< 1|
|Northeastern University||Boston, MA||Oct 2015 - May 2016||< 1|
|O'brien Wealth Partners LLC||Boston, MA||Jun 2015 - Sep 2015||< 1|
|Coles & Bodoin, LLP||Needham, MA||Feb 2015 - May 2015||< 1|
|Northeastern University||Boston, MA||Sep 2014 - Apr 2015||< 1|
|Hyannis Ice Cream Trust Company||Hyannis, MA||May 2014 - Aug 2014||< 1|
|Margaritas Restaurant||Natick, MA||Jan 2014 - May 2014||< 1|
|Unemployed||Wayland, MA||Jan 2000 - Jan 2014||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management948MILLIONS
Total Number of Accounts1,871ACCOUNTS
Average Account Value$506,775
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT
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