Anna Finklestein
Obran Capital Advisors · Boston, Massachusetts
Anna Finklestein is a fee-only financial advisor at Obran Capital Advisors in Boston, Massachusetts. Obran Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Obran Capital Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.9M across 55 accounts |
| SEC registration | Investment adviser representative in CA, CO, MA, NC · CRD 7638822 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.obrancapitaladvisors.com |
How Anna's firm compares
- Obran Capital Advisors's average account is about $561,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Anna
Is Anna Finklestein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Obran Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Obran Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anna Finklestein based?
Anna Finklestein is based in Boston, Massachusetts.
Is Anna Finklestein registered with the SEC?
Yes. Anna Finklestein is registered as an investment adviser representative in CA, CO, MA and NC (CRD 7638822), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Obran Capital Advisors manage?
Obran Capital Advisors reports $30.9M across 55 accounts in assets under management.
How do I contact Anna Finklestein?
Through Anna's website, www.obrancapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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