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Sally Jane O'brien

O'BRIEN WEALTH PARTNERS LLC·BOSTON, Massachusetts
Unclaimed Profile
177 HUNTINGTON AVE., BOSTON, MA 02115CRD# 4368651Firm CRD# 105336
01

About

Sally Jane O'brien is a registered financial advisor based in BOSTON, Massachusetts, affiliated with O'BRIEN WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
O'BRIEN WEALTH PARTNERS LLC
O'BRIEN WEALTH PARTNERS LLC
AUM
$962M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at O'BRIEN WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4368651
Firm CRD# 105336
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sally Jane O'brien offer?
Sally Jane O'brien specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Sally Jane O'brien's credentials?
Sally Jane O'brien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sally Jane O'brien located?
Sally Jane O'brien is based in BOSTON, Massachusetts, working with O'BRIEN WEALTH PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Sally Jane O'brien charge for services?
Sally Jane O'brien's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'BRIEN WEALTH PARTNERS LLC?
O'BRIEN WEALTH PARTNERS LLC has approximately 15 employees and manages $962M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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