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Kevin Patrick O'Brien

Colchester Partners LLC

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About Kevin Patrick O'Brien

Kevin O'Brien is a registered representative with Colchester Partners LLC, a firm based in Boston, Massachusetts. Kevin has been in the industry since January 8, 2003, and holds the Series 7, Series 24, Series 63, and Series 79TO licenses. He is registered in Massachusetts.

Firm Information

Kevin O'Brien is currently registered with Colchester Partners LLC. Colchester Partners LLC is a Limited Liability Company formed on February 26, 2002. The firm is registered in Massachusetts and New York. Colchester Partners LLC is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

11

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.

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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Kevin O'Brien’s Registration & Firm History

MA

01/08/2003 - Present

Colchester Partners LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 11/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Patrick O'Brien.
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