Inactive

Joseph Michael Ohara

O'HAra Wealth Management Inc

Port Jefferson Station, NY

CRD 6950102

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Employer firm

O'hAra Wealth Management Inc CRD 297201

$6.41M regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

O'HAra Wealth Management Inc

812 Hallock Avenue, Port Jefferson Station, NY 11776 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-11-30

NY RA
APPROVED

Since 2021-11-30

Branch Locations

812 Hallock Avenue, Port Jefferson Station, NY 11776 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ohara Wealth Management Inc	Port Jefferson Station	NY	07/2018	Present
O'HAra & Company	Port Jefferson Station	NY	10/2009	Present

07/2018 → Present

Ohara Wealth Management Inc

Port Jefferson Station, NY
10/2009 → Present

O'HAra & Company

Port Jefferson Station, NY

Other Businesses

1) CFO FOR AUTO PARTS SUPPLIER

Designations

Personal Financial Specialist

Other Names

Joseph Michael O'HAra

View on SEC IAPD

Nearby Firms

KESTRA ADVISORY SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

Nearby Investors

STEFFAN HAGENDORF

Patrick Michael McDonald

Fabio Patrick Purita

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · PORT JEFFERSON, NY

KESTRA ADVISORY SERVICES, LLC · PORT JEFFERSON STN, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PORT JEFFERSON, NY

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