Arthur O'brien, financial advisor Cambridge MA

Arthur O'brien

CRD Number: 4367528
Current Firm: O'brien Wealth Partners LLC

Arthur O'brien (CRD# 4367528) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has 1 year of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
O'brien Wealth Partners Llc (formerly O'brien Management, Llc) Boston, MA Mar 1986 - Current 36

Arthur O'brien has no recent exams reported.
Contact Info for Arthur M. O'brien
Phone Number: [617] 547-6717
Firm Website: https://www.obrienwp.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    948
    MILLIONS
  • Total Number of Accounts
    1,871
    ACCOUNTS
  • Average Account Value
    $506,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CO, CT, DC, FL, MA, ME, NC, NH, NM, NY, OH, PA, RI, TX, VA, VT

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