Erin O'brien (CRD# 7521538) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chestnut Hill, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Chestnut Hill, MA | Mar 2024 - Current | < 1 |
| Charles Schwab & Company, Inc. | Chestnut Hill, MA | Feb 2023 - Current | 1 |
| Umass Amherst Auxiliary Enterprises | Amherst, MA | Sep 2022 - Jan 2023 | < 1 |
| Mass General Brigham | Cambridge, MA | May 2022 - Jan 2023 | < 1 |
| University Of Massachusetts At Amherst | Amhert, MA | Sep 2019 - Dec 2022 | 3 |
| Hayes Instrument Services | Billerica, MA | May 2021 - Sep 2021 | < 1 |
| Unemployed | Wakefield, MA | Apr 2010 - May 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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