Qing
Yang
O'Brien Wealth Partners LLC
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About this Advisor
Qing Yang is a chartered financial analyst working out of Waltham, Massachusetts who has 4 years of relevant experience. Yang is on the advisory team at O'Brien Wealth Partners LLC. Over the course of their career, Yang has held roles at Morgan Stanley, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and O'Brien Wealth Partners LLC. Yang has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. O'Brien Wealth Partners LLC is a registered investment business operating out of Waltham, MA. It manages $834 million in assets under management among its 1,914 accounts, placing it among the bigger firms in the country by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 1,914 client accounts, 54% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a wide set 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 largely depend on which service is provided. Fees billed 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
Qing Yang Work History
Qing has been registered as a financial advisor for 4 years.*
O'Brien Wealth Partners LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Morgan Stanley
*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 Qing Yang 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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