Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: O’Brien Wealth Partners, LLC
  • Street Address: 177 Huntington Avenue, Suite 2010
  • City: Boston
  • State, or Country if outside the US: MA
  • Zip Code: 02115

Submitted By

  • Name: Richard Davies
  • Title: Manager of Operations and Technology; CCO
  • Firm name (if different than entity):
  • Telephone Number: 6175476717 x225
  • Email Address: rdavies@obrienwp.com
  • Relationship to entity whose information was compromised: Manager of Operations and Technology; CCO

Breach Information

  • Total number of persons affected (including residents): 855
  • Total number of Maine residents affected: 12
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified: No
  • Date(s) Breach Occured: 03/07/2022 - 03/24/2022
  • Date Breach Discovered: 06/07/2022
  • Description of the Breach:
    • Other
    • If other, please specify: Business email compromise
  • Information Acquired - Name or other personal identifier in combination with: Financial Account Number or Credit/Debit Card Number (in combination with security code, access code, password or PIN for the account)

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: 06/21/2022
  • Copy of notice to affected Maine residents: O'Brien Wealth Partners LLC – Notice of Data Event – ME - Exhibit 1.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: 12 months, Experian, Credit and identity monitoring and restoration services.