Brian F. Sheahen
HUDSON OAK WEALTH ADVISORY LLC
Hoboken, NJ 07030
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CRD#: 6760327
Professional summary
Brian Francis Sheahen is a registered financial advisor currently at HUDSON OAK WEALTH ADVISORY LLC located in Hoboken, New Jersey.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brian has worked at 2 firms .
Biography
Brian Sheahen, CPA, CFP®, MST is the Founder & Managing Director of Hudson Oak Wealth Advisory. Brian is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a Masters of Science in Taxation (MST) from Fordham’s Graduate School of Business. He has roughly a decade of experience exclusively in the financial services industry in New York & New Jersey. Brian founded Hudson Oak Wealth Advisory to leverage what he learned at larger organizations working exclusively with private wealth clients and offer that knowledge and service model to other high-earners, high-wealth and the mass affluent that had not traditionally been offered an independent, comprehensive, transparent and expert solution.
Prior to founding Hudson Oak Wealth Advisory, Brian was a Vice President with a Mutli-Family Office in NYC focusing on ultra-high-net-worth clients wealth advisory and investment management needs. Brian was also previously an advisor with Modera Wealth Management where he focused on wealth management and financial planning for high-net-worth clients. Brian gained tax experience as a tax advisor with Andersen Tax's Private Client Services group in NYC where he focused on tax and planning needs for business owners and founders, corporate executives, medical professionals and more. Brian began his career at PwC, one of the "big four" public accounting firms, one of the world's leading attestation, tax, and advisory firms.
Brian resides in Hoboken, NJ with his wife. Together they enjoy all the tri-state has to offer as well as hiking, traveling. They regularly hike the Hudson Valley and have visited many of our National Parks around the country. In his spare time, Brian enjoys reading, listening to or playing music, following sports, and always learning about history, financial planning, markets, and business.
Question & Answer
What are your service offerings?
Specialty Planning Areas
Comprehensive Wealth Managemen...
Investment Management & Planni...
Business Consulting & Planning
Executive Compensation Managem...
Concentrated Stock Risk Manage...
Income Tax Planning
Trust, Estate & Wealth Transfe...
Risk Management Planning
Retirement Planning
Charitable Planning
Specialty Client Lines
Business Owners & Founders - s...
Corporate Executives & Managem...
Generational Family Wealth Pla...
Urban Professionals
Real Estate Investors
Young Families
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
Are you a "fiduciary"?
Yes
Aliases
None
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.
Mr. Sheahen is the Managing Member of Hudson Oak Tax Advisory, LLC. This business is located at the same address as Hudson Oak Wealth Advisory, LLC. Hudson Oak Tax Advisory, LLC is a tax return preparation and consulting firm. During tax season (December - April) Mr. Sheahen spends approximately 35 hours per month operating this business. Outside of tax season (May - November) Mr. Sheahen spends approximately 10 hours per month operating this business. Generally this work is conducted during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Francis Sheahen'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®
NoneExperience
Current
February 7, 2019 - Present
HUDSON OAK WEALTH ADVISORY LLC
Office #1: 221 River Street 9th Floor, Hoboken, NJ, 07030RIA
CRD#: 300218
Hoboken, NJ
Past
March 6, 2017 - February 20, 2018
MODERA WEALTH MANAGEMENT, LLC
RIA
CRD#: 155649
WESTWOOD, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HUDSON OAK WEALTH ADVISORY LLC
HUDSON OAK WEALTH ADVISORY LLC
CRD#: 300218 / SEC#: 801-132434
RIA
Registered Investment Advisory firm - (4/16/2025 Approved)New Jersey
Registered Investment Advisory firm - (4/28/2025 Terminated)New York
Registered Investment Advisory firm - (4/17/2025 Terminated)Texas
Registered Investment Advisory firm - (4/17/2025 Terminated)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
New Jersey(2/7/2019)
IAR
Texas(2/17/2022)
Exams
Current Firm
HUDSON OAK WEALTH ADVISORY LLC
HUDSON OAK WEALTH ADVISORY LLC
CRD#: 300218 / SEC#: 801-132434
RIA
Registered Investment Advisory firm - (4/16/2025 Approved)New Jersey
Registered Investment Advisory firm - (4/28/2025 Terminated)New York
Registered Investment Advisory firm - (4/17/2025 Terminated)Texas
Registered Investment Advisory firm - (4/17/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
221 River Street 9th Floor, Hoboken, NJ, 07030
Mailing Address
Phone number
(646) 820-4858
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 231 |
| AUM (Assets Under Management) | $ 110,328,640 |
Red Flags
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