O'brien Wealth Partners LLC
O'brien Wealth Partners LLC (CRD# 105336) is a financial advisory firm headquartered in Waltham, MA. They manage $962,185,638 in 2,054 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management962MILLION
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Total Number of Accounts2,054ACCOUNTS
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Average Account Value$468,445
- 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
Richard Davies (CRD# 6544844) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 8 years of experience in the finance industry.
Jill Fopiano (CRD# 2286278) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 30 years of experience in the finance industry.
Lauren Higgins (CRD# 5837249) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.
Austin Litvak (CRD# 6890736) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.
Patrick Murray (CRD# 6194214) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.
Timothy Pilczak (CRD# 6111290) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 11 years of experience in the finance industry.
Qing Yang (CRD# 5795370) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 10 years of experience in the finance industry.
Elisabeth Zimmerman (CRD# 1617587) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Cambridge, MA and has over 37 years of experience in the finance industry.
Audrey Keohane (CRD# 7298442) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has 1 year of experience in the finance industry.
Adelaide Magee (CRD# 7215073) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Boston, MA and has 1 year of experience in the finance industry.