Elisabeth
Zimmerman
O'Brien Wealth Partners LLC
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About this Advisor
Elisabeth Zimmerman is a financial advisor based in Cambridge, Massachusetts, working with O'Brien Wealth Partners LLC. Elisabeth has previously held a position at O'Brien Wealth Partners LLC (formerly O'Brien Management, LLC). Elisabeth has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Elisabeth is part of O'Brien Wealth Partners LLC, which operates out of Cambridge, 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
Elisabeth Zimmerman Work History
O'Brien Wealth Partners LLC (Formerly O'Brien Management, LLC)
Disclosures
Please visit the SEC profile of Elisabeth Zimmerman 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
Waltham, MA
Waltham, MA
Boston, MA
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