Shaun
O'Hare
Osaic Wealth, Inc
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About this Advisor
Shaun O'Hare is a financial advisor based in Needham Heights, Massachusetts, working with Osaic Wealth, Inc. Shaun has previously held positions at Ameriprise Financial Services, Inc, Bentley University, The Mehta Wealth Management Group, Best Fitness, Abc Mowing, Tyngsboro Elementary School, Sacred Heart University, Lowell Community Charter Public School, Nylife Securities LLC, Atlantic Planning Group, Alpha View Wealth Advisors, Eagle Strategies LLC, and Osaic Wealth, Inc. Shaun has passed the Series 66 regulatory exam and is registered to provide services in Florida and Massachusetts. Currently, Shaun is part of Osaic Wealth, Inc, which operates out of Needham Heights, Massachusetts. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Shaun O'Hare Work History
Osaic Wealth, Inc
Atlantic Planning Group
Nylife Securities LLC
Eagle Strategies LLC
Ameriprise Financial Services, Inc
Alpha View Wealth Advisors
Bentley University
The Mehta Wealth Management Group
Bentley University
Bentley University
Bentley University
Best Fitness
Bentley University
Bentley University
Abc Mowing
Tyngsboro Elementary School
Bentley University
Sacred Heart University
Lowell Community Charter Public School
Disclosures
Please visit the SEC profile of Shaun O'Hare to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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