Joseph O'hare (CRD# 7498053) is an Investment Advisor Representative working at Brighton Securities Corp. in Rochester, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighton Securities. | Rochester, NY | May 2023 - Current | 1 |
| Bob Johnson Auto Group | Greeceq, NY | Jul 2022 - May 2023 | < 1 |
| Great Point Capital, LLC | Chicago, IL | Jan 2022 - Jul 2022 | < 1 |
| Native Eatery | Rochester, NY | Sep 2021 - Jan 2022 | < 1 |
| Unemployed | Rochester, NY | Jan 2021 - Sep 2021 | < 1 |
| Planet Fitness | Rochester, NY | Sep 2020 - Jan 2021 | < 1 |
| Nazareth College | Rochester, NY | Jan 2020 - Nov 2020 | < 1 |
| Buckmans Car Wash | Rochester, NY | Jul 2015 - Oct 2019 | 4 |
| George Eastman Museum | Rochester, NY | Sep 2018 - Jun 2019 | < 1 |
| Dick's Sporting Goods | Rochester, NY | Oct 2016 - Jan 2017 | < 1 |
| Full-time Student | Rochester, NY | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- NY
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Total Assets Under Management612MILLIONS
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Total Number of Accounts2,108ACCOUNTS
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Average Account Value$290,254
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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