Gabriel E. Karslo

O'HAGAN GROUP

Bethlehem, PA 18018

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CRD#: 7863424

Professional summary

Gabriel Edward Karslo is a registered financial advisor currently at O'HAGAN GROUP, INC. located in Bethlehem, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Bethlehem, Pennsylvania.

Gabriel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Gabriel has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

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.

1.) The O'Hagan Group. Investment Related. At Registered Location. RIA. IAR. 2/2025. 140. 130. Investment Research and Clerical work. 2.) Purshe Kaplan Sterling Investments. Investment Related. At Registered Location. Broker Dealer. Registered Representative. 2/2025. 160 Hours. 160 Hours during securities trading hours. sale of brokerage products to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Edward Karslo's CRS (Customer Relationship Summary).

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

April 1, 2025 - Present

O'HAGAN GROUP, INC.

Office #1: 1429 West Broad Street, Bethlehem, PA 18018

RIA

CRD#: 315389

Bethlehem, PA

Current

February 26, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 1429 W. Broad Street, Bethlehem, PA 18018

CRD#: 35747

Bethlehem, PA

Past

March 19, 2024 - January 27, 2025

THINKEQUITY LLC

CRD#: 20996

NEW YORK, NY

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".

O'HAGAN GROUP, INC.

CRD#: 315389 / SEC#: 801-121753

RIA

Registered Investment Advisory firm - (7/15/2021 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Pennsylvania
(2/26/2025)

IAR

Pennsylvania
(4/1/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/18/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/21/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

O'HAGAN GROUP, INC.

CRD#: 315389 / SEC#: 801-121753

RIA

Registered Investment Advisory firm - (7/15/2021 Approved)

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Contact information

Main Address

1429 West Broad Street, Bethlehem, PA 18018

Mailing Address

Phone number

(610) 625-8855

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR THE O'HAGAN GROUP (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,422
AUM (Assets Under Management)	$ 1,021,872,212

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/06/2025	Cover Page	Report
09/26/2024	Cover Page	Report
10/06/2023	Cover Page	Report
10/06/2023	Cover Page	Report

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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Gabriel E. Karslo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriel Edward Karslo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THINKEQUITY LLC

Primary Firm SEC Registration

O'HAGAN GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2025

Series 63

Date: 1/6/2024

Series 7TO

Date: 3/18/2024

SIE

Date: 10/21/2023

FINRA

Current Firm

O'HAGAN GROUP, INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

O'HAGAN GROUP, INC.

TRUST BUT VERIFY

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