Martin Charles O'shaughnessy
Investment adviser representative at Foundations Investment Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Foundations Investment Advisors, LLCAug 2026 to now
- Fundamental Wealth DesignsJul 2026 to now
- Cfg RetirementJan 2025 to Jun 2026
- Belpointe Asset Management, LLCJun 2024 to Dec 2024
- Guardian ResourcesJun 2024 to Dec 2024
- Dai Securities, LLCJul 2023 to May 2024
- Dai Wealth LLCJul 2023 to May 2024
- Assetmark Brokerage, LLCMar 2019 to Jun 2023
- Assetmark Financial, IncSep 2018 to Jun 2023
- Brightedge TechnologiesJan 2018 to Aug 2018
- O'brien Steel ServiceAug 2017 to Dec 2017
- AssetmarkMay 2017 to Aug 2017
- O'brien Steel ServiceAug 2016 to May 2017
- Bradley UniversityAug 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 7014969
- Firm CRD
- 175083