Leah
Mccormack
O'Brien Wealth Partners LLC
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About this Advisor
Leah Mccormack is a certified financial planner based out of Waltham, Massachusetts. Mccormack currently works for O'Brien Wealth Partners LLC. Throughout their career, they have worked at Pingree School, Trinity College, Panera Bread, Northwesern Mutual Life Insurance Company, Trinity College Community Child Center, Jason D'Entremont, Northwestern Mutual Investment Services LLC and O'Brien Wealth Partners LLC. Mccormack maintains a Series 63 license, certifying them as a securities broker, and can work in Massachusetts. O'Brien Wealth Partners LLC is an advisory firm based in Waltham, MA. It oversees $834 million in total assets among its 1,914 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 1,914 accounts, 54% belong to high-net-worth individuals who have at least $1 million in investable assets. O'Brien Wealth Partners LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees depend on which services the firm provides the client. Fee types billed by O'Brien Wealth Partners LLC most likely include 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
Leah Mccormack Work History
Leah has been registered as a financial advisor for 0 years.*
O'Brien Wealth Partners LLC
Jason D'Entremont
Northwestern Mutual Investment Services LLC
Northwesern Mutual Life Insurance Company
Trinity College Community Child Center
Panera Bread
Trinity College
Pingree School
*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 Leah Mccormack 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
Boston, MA
Waltham, MA
Waltham, MA
Waltham, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
