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Kerry Ann O'Brien

Ellevest

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About Kerry Ann O'Brien

Kerry Ann O'Brien is a financial advisor registered with Ellevest and Beingfit Financial. Kerry has a strong background in financial services, with prior experience at MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, and MetLife Investors Distribution Company. Kerry is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 63 licenses. Kerry's areas of specialization include retirement planning, college savings, investment management, and insurance. Kerry provides financial planning services to individuals, families, and small businesses.

Firm Information

Kerry O'Brien is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

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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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.

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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other

Financial planning workshops; 1:1 consulting

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Kerry O'Brien’s Registration & Firm History

NY

05/16/2024 - Present

Ellevest (NEW YORK NY)

MA

03/25/2017 - 12/31/2019

MML INVESTORS SERVICES, LLC (Walpole MA)

OH

10/04/2012 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (DUBLIN OH)

NY

10/04/2012 - 01/02/2015

NEW ENGLAND SECURITIES (NEW YORK NY)

CT

12/08/2008 - 10/08/2012

METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)

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Licenses & Designations

BC

Issued 12/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kerry Ann O'Brien.
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