William Obrien (CRD# 3213295) is an Investment Advisor Representative working at Gamma Investing LLC in North Reading, MA and has over 19 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Gamma Investing LLC | San Mateo, CA | Jul 2022 - Current | 1 |
Little Harbor Advisors | Marblehead, MA | Nov 2021 - Jul 2022 | < 1 |
Van Eck Securities Corporation | New York, NY | Aug 2014 - Sep 2021 | 7 |
Van Eck Associates Corporation | New York, NY | Aug 2014 - Sep 2021 | 7 |
Pioneer Funds Distributor, Inc. | Boston, MA | Feb 2007 - Aug 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2005 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CA
- MA
-
Total Assets Under Management445MILLIONS
-
Total Number of Accounts494ACCOUNTS
-
Average Account Value$901,080
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, MA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.