Shaun O'hare
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.May 2022 to now
- Atlantic Planning GroupOct 2020 to now
- Eagle Strategies LLCJun 2021 to May 2022
- Nylife Securities LLCApr 2021 to May 2022
- UnemployedJul 2020 to Sep 2020
- Ameriprise Financial Services, IncJun 2018 to Jun 2020
- Alpha View Wealth AdvisorsMay 2018 to Jun 2020
- The Mehta Wealth Management GroupMay 2017 to Dec 2017
- Bentley UniversityAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6966087
- Firm CRD
- 23131