Hudson Oak Wealth Advisory LLC

Hudson Oak Wealth Advisory LLC (CRD# 300218) is a financial advisory firm headquartered in Hoboken, NJ. They manage $95,875,661 in 215 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
221 River Street, 9th Floor, Hoboken, NJ 07030
https://www.hudsonoakwealth.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $445,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at Hudson Oak Wealth Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Sheahen, financial advisor Hoboken NJ
Brian F. Sheahen
CRD#: 6760327
221 River Street, 9th Floor, Hoboken, NJ 07030

Brian Sheahen (CRD# 6760327) is an Investment Advisor Representative working at Hudson Oak Wealth Advisory LLC in Hoboken, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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