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RIA / WealthAdvisorCertified Financial Planner20 years in industry

KERRY ANN O'BRIEN

Advisor at ELLEVEST

WALPOLE, MA | Walpole, MA | NEW YORK, NY

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Search this name across graphsid dfx:ria:a363eda3-d024-56fa-7b27-3bdfa517503f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 13, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ELLEVEST
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 19, 2008
First registration: Apr 13, 2016
Dual registered: no
Other names: KERRY O'BRIEN|KIKI O'BRIEN
IAPD individual key: 5577494

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Ellevest	Independent wealth	May 16, 2024	n/a	yes	NEW YORK, NY\|Walpole, MA	Current employment
BEINGFIT FINANCIAL	State registered	May 13, 2020	n/a	yes	WALPOLE, MA	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Sep 22, 2021	Mar 18, 2024	no	SARASOTA, FL\|Walpole, MA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Dec 31, 2019	no	Walpole, MA\|DUBLIN, OH\|Walpole, MA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Apr 13, 2016	Mar 25, 2017	no	BOSTON, MA\|BOSTON, MA\|SPRINGFIELD, MA\|BOSTON, MA\|CHARLOTTE, NC\|BOSTON, MA\|BOSTON, MA\|SOMERSET, NJ\|Walpole, MA\|DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ORIGIN INVESTMENT ADVISORY LLC	Ellevest	Mar 18, 2024	May 16, 2024	59	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	BEINGFIT FINANCIAL	Dec 31, 2019	May 13, 2020	134	Firm change	Ibd to state RIA
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other

Relationships

Registered with (5)

→ ELLEVESTRegistered adviserregistration: current employment
May 16, 2024 to presentfactForm ADV
→ BEINGFIT FINANCIALRegistered adviserregistration: current employment
May 13, 2020 to presentfactForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Sep 22, 2021 to Mar 18, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to Dec 31, 2019factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 13, 2016 to Mar 25, 2017factForm ADV

Dated events

Occurred
Mar 18, 2024
Advisor changed firm
Kerry Ann O'Brien left Origin Investment Advisory Llc for Ellevest (registered 2024-05-16)
Form ADVobserved 5 days ago