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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.