Brian Francis Sheahen

Employer firm

Hudson Oak Wealth Advisory LLC CRD 300218

$134M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 02/2018
  Modera Wealth Management, Llc
  Westwood, NJ
• 01/2015 → 02/2017
  Andersen Tax Llc
  New York, NY
• 03/2018 → 10/2018
  Bbr Partners Llc
  New York, NY
• 12/2018 → Present
  Hudson Oak Wealth Advisory Llc
  Hoboken, NJ
• 12/2018 → Present
  Hudson Oak Tax Advisory Llc
  Hoboken, NJ

Previous Registrations

• 2017-03-06 → 2018-02-20
  Modera Wealth Management, Llc
  Westwood, NJ

Other Businesses

Mr. Sheahen is the Managing Member of Hudson Oak Tax Advisory, LLC. This business is located at the same address as Hudson Oak Wealth Advisory, LLC. Hudson Oak Tax Advisory, LLC is a tax return preparation and consulting firm. During tax season (December - April) Mr. Sheahen spends approximately 35 hours per month operating this business. Outside of tax season (May - November) Mr. Sheahen spends approximately 10 hours per month operating this business. Generally this work is conducted during trading hours.

Designations

• Certified Financial Planner
• Personal Financial Specialist