William Obrien (CRD# 3213295) is an Investment Advisor Representative working at Gamma Investing LLC in North Reading, MA and has over 18 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gamma Investing LLC | San Mateo, CA | Jul 2022 - Current | 1 |
| Little Harbor Advisors | Marblehead, MA | Nov 2021 - Jul 2022 | < 1 |
| Van Eck Securities Corporation | New York, NY | Aug 2014 - Sep 2021 | 7 |
| Van Eck Associates Corporation | New York, NY | Aug 2014 - Sep 2021 | 7 |
| Pioneer Funds Distributor, Inc. | Boston, MA | Feb 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CA
- MA
-
Total Assets Under Management445MILLIONS
-
Total Number of Accounts494ACCOUNTS
-
Average Account Value$901,080
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, MA
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