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Edward Louis Martin

O'BRIEN MANAGEMENT, LLC·CAMBRIDGE, Massachusetts
Unclaimed Profile
124 MOUNT AUBURN STREET STE 550N, CAMBRIDGE, MA 02138CRD# 2336403Firm CRD# 105336
01

About

Edward Louis Martin is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with O'BRIEN MANAGEMENT, 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# 2336403
Firm CRD# 105336
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Louis Martin offer?
Edward Louis Martin specializes in Financial Planning, Investment Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Edward Louis Martin's credentials?
Edward Louis Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Louis Martin located?
Edward Louis Martin is based in CAMBRIDGE, Massachusetts, working with O'BRIEN MANAGEMENT, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Edward Louis Martin charge for services?
Edward Louis Martin'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 MANAGEMENT, LLC?
O'BRIEN MANAGEMENT, 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
BOSTON (4228)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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