TrueAdvisor
TrueAdvisor
KO
CFP
KO
CFP

Kerry Ann O'brien

Ellevest
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible InvestingWomen
Ellevest
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
79,645 clients
Average Client Portfolio
$27K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

228 Park Ave S, Pmb 94934, New York, NY, 10003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ellevest
May 2024 - Present · 1 yr 9 mos
Beingfit Financial
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Origin Investment Advisory LLC
September 2021 - March 2024 · 2 yrs 6 mos
MML Investors Services, LLC
February 2019 - December 2019 · 10 mos
MML Investors Services, LLCBroker
March 2017 - December 2019 · 2 yrs 9 mos
MML Investors Services, LLC
March 2017 - August 2017 · 5 mos
Msi Financial Services, INC.
April 2016 - March 2017 · 11 mos
Msi Financial Services, INC.Broker
October 2012 - March 2017 · 4 yrs 5 mos
New England SecuritiesBroker
October 2012 - January 2015 · 2 yrs 3 mos
Metlife Investors Distribution CompanyBroker
December 2008 - October 2012 · 3 yrs 10 mos
State Registrations3 states
MANYTX
Advisor
Exams
No exam information available for this advisor.