Ilda O'brien, financial advisor Hanover MA

Ilda O'brien

CRD Number: 2648059
Current Firm: Delta Wealth Management, LLC

Ilda O'brien (CRD# 2648059) is an Investment Advisor Representative working at Delta Wealth Management, LLC in Hanover, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Delta Wealth Management Greenwich, CT Jul 2016 - Current 7
Delta Wealth Management Greenwich, CT Jan 2016 - Jun 2016 < 1
Independent Consultant Hanover, MA Mar 2012 - Dec 2015 3

Ilda O'brien has no recent exams reported.
Contact Info for Ilda T. O'brien
Phone Number: 203- 619-2617
Firm Website: http://www.deltawm.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $1,050,137
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

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