Owen Gene Oshaughnessy
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Mar 2023 to now
- Alperin Law, PllcNov 2022 to Dec 2022
- Arkad, LLCOct 2022 to Mar 2023
- TownebankMar 2022 to Oct 2022
- Nexgen Title Agency, LLCJan 2021 to Mar 2022
- Freemason Abbey RestaurantMay 2019 to Feb 2021
- Dirty Buffalo Resturant LLCApr 2019 to May 2019
- The Egg BistroFeb 2018 to Mar 2019
- Full-time EducationSep 2017 to Dec 2021
- Continental Pools LLCJun 2017 to Sep 2017
- KrogerFeb 2017 to May 2017
- Full-time EducationJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7698805
- Firm CRD
- 5393