Timothy PilczakCRD Number: 6111290
Current Firm: O'brien Wealth Partners LLC
Timothy Pilczak (CRD# 6111290) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has over 9 years of experience in the finance industry. Timothy Pilczak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|O'brien Wealth Partners Llc (formerly O'brien Management, Llc)||Boston, MA||Feb 2016 - Current||6|
|Financial Foundations||Framingham, MA||Aug 2012 - Feb 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
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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