O'hara Wealth Management Inc.

O'hara Wealth Management Inc. (CRD# 297201) is a financial advisory firm headquartered in Port Jefferson Station, NY. They manage $5,161,485 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
812 Hallock Avenue, Port Jefferson Station, NY 11776
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $215,062
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

NY

Financial Advisors at O'hara Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Ohara, financial advisor Port Jefferson Station NY
Joseph M. Ohara
CRD#: 6950102
812 Hallock Avenue, Port Jefferson Station, NY 11776

Joseph Ohara (CRD# 6950102) is an Investment Advisor Representative working at O'hara Wealth Management Inc. in Port Jefferson Station, NY 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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