Adelaide
Magee
O'Brien Wealth Partners LLC
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About this Advisor
Adelaide Magee is a financial advisor who works out of Boston, Massachusetts with 1 year of relevant experience. Magee is on the advisory team at O'Brien Wealth Partners LLC. Throughout their career, Magee has worked at O'Brien Wealth Partners LLC, Merrill Lynch, Education First (Ef) and Full-Time Education. Magee maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Massachusetts. O'Brien Wealth Partners LLC is a firm that has its headquarters in Waltham, MA. It controls $834 million in total assets across its 1,914 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 1,914 accounts, 54% are associated with high-net-worth investors who have greater than $1 million in investable assets. O'Brien Wealth Partners LLC offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by O'Brien Wealth Partners LLC can include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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O'Brien Wealth Partners LLC Brokerage Details
$833,898,354
15
1,914
$435,684
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
Adelaide has been registered as a financial advisor for 1 years.*
O'Brien Wealth Partners LLC
O'Brien Wealth Partners LLC
Merrill Lynch
Education First (Ef)
Full-Time Education
Full-Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Boston, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
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