Joseph M. Ohara

O'HARA WEALTH MANAGEMENT

Port Jefferson Station, NY 11776

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CRD#: 6950102

Professional summary

Joseph Michael Ohara, CFP®, who also goes by Joseph Michael O'hara, is a registered financial advisor currently at O'HARA WEALTH MANAGEMENT INC located in Port Jefferson Station, New York.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joseph has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Michael O'hara

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.

1) CFO FOR AUTO PARTS SUPPLIER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Ohara'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

November 30, 2021 - Present

O'HARA WEALTH MANAGEMENT INC

Office #1: 812 Hallock Avenue, Port Jefferson Station, NY 11776

RIA

CRD#: 297201

Port Jefferson Station, NY

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 York
(11/30/2021)

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'HARA WEALTH MANAGEMENT INC

CRD#: 297201 / SEC#:

New York

Registered Investment Advisory firm - (8/9/2018 Approved)

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Contact information

Main Address

812 Hallock Avenue, Port Jefferson Station, NY 11776

Mailing Address

Phone number

(631) 403-4283

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 5,816,193

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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Joseph M. Ohara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Ohara's CRS (Customer Relationship Summary).

Certified licenses

Experience

O'HARA WEALTH MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

O'HARA WEALTH MANAGEMENT INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

O'HARA WEALTH MANAGEMENT INC

TRUST BUT VERIFY

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