Hugh J. Ohern

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

610 York Road, Towson, MD 21204-4102 • United States

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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Towson	MD	12/2014	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Towson, MD

Lutherville, MD
2015-01-15 → 2018-07-13

Strategic Advisers Llc

Towson, MD
2011-02-09 → 2014-12-23

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD
2010-01-04 → 2011-01-03

Pnc Wealth Management Llc

Reistertown, MD

Lutherville, MD

Owings Mills, MD

Pikesville, MD

Owings Mills, MD

Reisterstown, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Reisterstown, MD
2009-05-05 → 2009-12-19

Citigroup Global Markets Inc.

Germantown, MD

Timonium, MD

Glen Burnie, MD

Germantown, MD

Washington, DC

Germantown, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-05-01
S63	Uniform Securities Agent State Law Examination	1988-05-10