Richard
Davies
O'Brien Wealth Partners LLC
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About this Advisor
Richard Davies is a certified financial planner based in Waltham, Massachusetts with a total of 8 years of industry experience. Davies works at O'Brien Wealth Partners LLC. During their career, the advisor has held roles at O'Brien Wealth Partners LLC (Formerly O'Brien Management, LLC) and Boston University. Davies has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Massachusetts. O'Brien Wealth Partners LLC is a financial advisory firm that has its headquarters in Waltham, MA. It administers $834 million in total assets across its 1,914 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 1,914 customer accounts, 54% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. O'Brien Wealth Partners LLC offers a wide set 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 advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by O'Brien Wealth Partners LLC can include any 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
Richard Davies Work History
Richard has been registered as a financial advisor for 8 years.*
O'Brien Wealth Partners LLC (Formerly O'Brien Management, LLC)
Boston University
*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 Richard Davies 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
Boston, MA
Waltham, MA
Waltham, 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.
