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Connor O'Brien

Pathstone

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About Connor O'Brien

Connor O'Brien is a financial advisor at Pathstone. Connor has been working in the financial industry since 2014. Connor has experience in various fields including legal, financial, and education. Connor is registered with the state of Massachusetts. Connor has earned the Certified Financial Planner designation. Connor works with individuals, corporations, trusts, and charitable organizations. Connor specializes in financial planning, investment management, retirement planning, and college savings.

Firm Information

Connor O'Brien is currently registered with Pathstone. Pathstone is a registered investment advisor with offices in ENGLEWOOD, NJ. The firm manages over $48 billion in assets and provides a variety of investment services to clients including financial planning, portfolio management, and family office services. Pathstone has a broad client base including individuals, corporations, investment companies, and charitable organizations.
Pathstone

10 STERLING BLVD

ENGLEWOOD, NJ 07631

$48.26B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Connor O'Brien’s Registration & Firm History

MA

10/03/2024 - Present

Pathstone (Boston MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor O'Brien.
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