Elisabeth Meltzer Zimmerman
Cfp, Principal, Director Of Financial PlanningO'Brien Wealth Partners LLCCRD 1617587
About Elisabeth Meltzer Zimmerman
Elisabeth Meltzer Zimmerman is listed as Cfp, Principal, Director Of Financial Planning at O'Brien Wealth Partners LLC in Waltham, MA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of O'Brien Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Elisabeth Meltzer Zimmerman work?
Elisabeth Meltzer Zimmerman is listed as Cfp, Principal, Director Of Financial Planning at O'Brien Wealth Partners LLC on SEC Form ADV.
How much of O'Brien Wealth Partners LLC does Elisabeth Meltzer Zimmerman own?
Form ADV reports a beneficial ownership band of 5-10%.
O'Brien Wealth Partners LLC
| Title | Cfp, Principal, Director Of Financial Planning |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 1989 |