Elisabeth ZimmermanCRD Number: 1617587
Current Firm: O'brien Wealth Partners LLC
Elisabeth Zimmerman (CRD# 1617587) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has over 35 years of experience in the finance industry. Elisabeth Zimmerman 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)||Cambridge, MA||May 1989 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
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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