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Jeffrey A Oberg

WELLESLEY INVESTMENT PARTNERS, LLC·WELLESLEY, Massachusetts
Unclaimed Profile
75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 1542799Firm CRD# 144984
01

About

Jeffrey A Oberg is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with WELLESLEY INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WELLESLEY INVESTMENT PARTNERS, LLC
WELLESLEY INVESTMENT PARTNERS, LLC
AUM
$420M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WELLESLEY INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1542799
Firm CRD# 144984
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey A Oberg offer?
Jeffrey A Oberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Jeffrey A Oberg's credentials?
Jeffrey A Oberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey A Oberg located?
Jeffrey A Oberg is based in WELLESLEY, Massachusetts, working with WELLESLEY INVESTMENT PARTNERS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Jeffrey A Oberg charge for services?
Jeffrey A Oberg'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 WELLESLEY INVESTMENT PARTNERS, LLC?
WELLESLEY INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Patrick Volo — CAMMACK LARHETTE ADVISORS, LLCJeffrey Levy — CAMMACK LARHETTE ADVISORS, LLCJoseph Marc Kopilak — BEACON ENERGY INVESTORS II, L.P.Betsy A Callahan — F-SQUARED CAPITAL, LLCMary Jule Guilfoile — BEACON ENERGY INVESTORS II, L.P.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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