Matthew
Obrien
Prosperity Wealth Management, Inc
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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
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$243,370,500
50
1,611
$151,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Obrien Work History
Fortune Financial Services, Inc
Prosperity Wealth Management, Inc
Matthew G. O'Brien Dba Financial Advisor
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
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
Souderton, PA
San Ramon, CA
Port Orchard, WA
Shreveport, LA
San Ramon, CA
San Diego, CA
San Ramon, CA
Marietta, GA
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