Matthew
Obrien

Prosperity Wealth Management, Inc

CRD#836764
Investment Advisor
in Rocky Hill, CT

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About this Advisor

Matthew Obrien is a financial advisor based in Rocky Hill, Connecticut, working with Prosperity Wealth Management, Inc. Matthew has previously held positions at Matthew G. O'Brien Dba Financial Advisor, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, Fortune Financial Services, Inc, and Prosperity Wealth Management, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Matthew is part of Prosperity Wealth Management, Inc, which operates out of Rocky Hill, Connecticut. The firm has 46 offices and 50 employees. The firm manages assets totaling $243.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prosperity Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

750 Old Main St. Suite 201
Rocky Hill, CT 06067

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Prosperity Wealth Management, Inc Brokerage Details

Total Assets Under Management

$243,370,500

CT Average: $7,578,581,321
Total Number of Employees

50

CT Average: 43
Total Number of Accounts

1,611

CT Average: 3,727
Average Account Size

$151,068

CT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Obrien Work History

2017 - Present (8 years)

Fortune Financial Services, Inc

2017 - Present (8 years)

Prosperity Wealth Management, Inc

1978 - Present (47 years)

Matthew G. O'Brien Dba Financial Advisor

2015 - 2017 (2 years)

Sterne Agee Investment Advisor Services, Inc

2014 - 2017 (3 years)

Sterne Agee Financial Services, Inc

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Disclosures

Please visit the SEC profile of Matthew Obrien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Wealth Management, Inc

Matthew Flores
Port Orchard, WA
Hugh Cannon
San Ramon, CA
Craig Wisner
Souderton, PA
Lloyd Etheredge
Shreveport, LA
Tony Sonsini
San Ramon, CA
Kathleen Fereday
San Ramon, CA
Brian Samuels
San Diego, CA
Joseph D'Urso
Marietta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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