O'BRIEN WEALTH PARTNERS LLC
CRD #105336 SEC #801-31201 WALTHAM, MA 617-547-6717
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
14
Clients
101
Accounts
1,999
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | CFP, CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIES, RICHARD, ARTHUR | I | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ENGLAND, FREDERICK, J | I | DIRECTOR | NA | |
| ENGLAND, FREDERICK, J | I | DIRECTOR | NA | |
| ENGLAND, FREDERICK, J | I | DIRECTOR | NA | |
| ENGLAND, FREDERICK, J | I | DIRECTOR | NA | |
| ENGLISH, MARY JO | I | CFA, VICE PRESIDENT | NA | |
| ENGLISH, MARY JO | I | CFA, VICE PRESIDENT | NA | |
| ENGLISH, MARY JO | I | CFA, VICE PRESIDENT | NA | Control |
| ENGLISH, MARY JO | I | CFA, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| ENGLISH, MARY JO | I | CFA, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| ENGLISH, MARY JO | I | CFA, SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| FOPIANO, JILL, ANN | I | SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT | NA | Control |
| FOPIANO, JILL, ANN | I | SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT | NA | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT | NA | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT | NA | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT | NA | Control |
| FOPIANO, JILL, ANN | I | SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT | NA | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, SENIOR VICE PRESIDENT, STRATEGY & DEVELOPMENT | NA | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| HARRIS, MARY | I | DIRECTOR | NA | |
| HARRIS, MARY | I | DIRECTOR | NA | |
| HARRIS, MARY | I | DIRECTOR | NA | |
| HARRIS, MARY | I | DIRECTOR | NA | |
| HARRIS, MARY | I | DIRECTOR | NA | |
| KUPPENS, CYNTHIA, A | I | SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | NA | Control |
| KUPPENS, CYNTHIA, A | I | SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | NA | |
| KUPPENS, CYNTHIA, A | I | SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | NA | Control |
| MARTIN, EDWARD, LOUIS | I | SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | SENIOR VICE PRESIDENT,CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT | NA | Control |
| MARTIN, EDWARD, LOUIS | I | CFA, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY, DIRECTOR | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | CLERK AND SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| O'BRIEN, SALLY, JANE | I | SECRETARY | NA | Control |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | NA | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | NA | |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, INVESTMENT MANAGEMENT | NA | |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH | NA | |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH | NA | |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WALDNER, BRIAN, HARLAN | I | CFA, CFP, SENIOR VICE PRESIDENT, DIR. OF INVESTMENT STRATEGY & RESEARCH, CCO | NA | Control |
| WOOD, SUSAN, BAUER | I | EXECUTIVE VICE PRESIDENT,CHIEF OPERATING OFFICER,DIRECTOR | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & FINANCIAL PLANNING | NA | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, DIRECTOR | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, CCO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, CCO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, CCO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | PRESIDENT, CCO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| O'BRIEN, ARTHUR, MARC | I | CEO, TREASURER, MANAGING MEMBER | E | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| FOPIANO, JILL, ANN | I | CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | D | Control |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | TRUSTEE | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | B | |
| DAVIES, RICHARD, ARTHUR | I | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIES, RICHARD, ARTHUR | I | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIES, RICHARD, ARTHUR | I | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIES, RICHARD, ARTHUR | I | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIES, RICHARD, ARTHUR | I | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIES, RICHARD, ARTHUR | I | PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | A | Control |
| ENGLISH, MARY JO | I | CFA, SENIOR VICE PRESIDENT, INVESTMENT RESEARCH & STRATEGY, CHIEF COMPLIANCE OFFICER | A | Control |
| ENGLISH, MARY JO | I | CFA, SENIOR VICE PRESIDENT, INVESTMENT RESEARCH & STRATEGY, CHIEF COMPLIANCE OFFICER | A | Control |
| ENGLISH, MARY JO | I | CFA, SENIOR VICE PRESIDENT, INVESTMENT RESEARCH & STRATEGY, CHIEF COMPLIANCE OFFICER | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| FOPIANO, JILL, ANN | I | PRESIDENT, CFA, CFP | A | Control |
| KUPPENS, CYNTHIA, A | I | SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, MARKETING & CLIENT SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES, CCO | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, SENIOR VICE PRESIDENT, CLIENT RELATIONS & SERVICES | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS, CCO | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| KUPPENS, CYNTHIA, A | I | CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS | A | Control |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | A | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | A | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | A | |
| PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | DE | MEMBER | A | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | A | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | A | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | A | |
| PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | DE | MEMBER | A | |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
| ZIMMERMAN, ELISABETH, MELTZER | I | CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST | F | |
| BERENSON, PETER, HUGH | I | PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST | F |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (18)
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Address
51 SAWYER ROADSUITE 600
WALTHAM, MA 02453
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