Richard S O'hara
Investment adviser representative at Lake Street
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Lake StreetApr 2019 to now
- Lake Street Financial, LLCApr 2019 to now
- Bank of America, NAJun 2010 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Lake Street
Legal name: Lake Street Private Wealth, LLC
$1.2BAssets managed
613Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5570125
- Firm CRD
- 296761