John W. O'donoghue

O'DONOGHUE INSURANCE AGENCY

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CRD#: 5633329

Professional summary

John Walsh O'donoghue JR., who also goes by John Walsh O'donoghue, is a registered financial advisor currently at O'DONOGHUE INSURANCE AGENCY INC. .

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Walsh O'donoghue

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Walsh O'donoghue JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 20, 2010 - Present

O'DONOGHUE INSURANCE AGENCY INC.

RIA

CRD#: 149175

Past

April 6, 2009 - December 31, 2009

O'DONOGHUE INSURANCE AGENCY INC.

RIA

CRD#: 149175

ARLINGTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/20/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

O'DONOGHUE INSURANCE AGENCY INC.

CRD#: 149175 / SEC#: 801-69942

RIA

Registered Investment Advisory firm - (3/11/2009 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/20/2010 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

90 Summer Street, Arlington, MA 02474

Mailing Address

Phone number

(781) 646-9300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John W. O'donoghue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Walsh O'donoghue JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

O'DONOGHUE INSURANCE AGENCY INC.

O'DONOGHUE INSURANCE AGENCY INC.

State Registrations and Notice Filings

Exams

Current Firm

O'DONOGHUE INSURANCE AGENCY INC.

Contact information

Documents

Red Flags

Company Information

O'DONOGHUE INSURANCE AGENCY INC.

TRUST BUT VERIFY

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