Adelaide
Magee
O'Brien Wealth Partners LLC
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About this Advisor
Adelaide Magee is a financial advisor based in Boston, Massachusetts, working with O'Brien Wealth Partners LLC. Adelaide has previously held positions at O'Brien Wealth Partners LLC, Merrill Lynch, Education First (Ef), and Full-Time Education. Adelaide has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Adelaide is part of O'Brien Wealth Partners LLC, which operates out of Boston, Massachusetts. The firm has 15 employees and manages assets totaling $962.2 million. The firm 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at O'Brien Wealth Partners LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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O'Brien Wealth Partners LLC Brokerage Details
$962,185,638
15
2,054
$468,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Adelaide Magee Work History
O'Brien Wealth Partners LLC
O'Brien Wealth Partners LLC
Merrill Lynch
Education First (Ef)
Full-Time Education
Full-Time Education
Disclosures
Please visit the SEC profile of Adelaide Magee 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 O'Brien Wealth Partners LLC
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Boston, MA
Waltham, MA
Waltham, MA
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