Managing Member & Chief Compliance Officer · Hudson Oak Wealth Advisory LLC
Brian F. Sheahen
CRD 6760327 · Named on Form ADV at one SEC-registered adviser
At a glance
Hudson Oak Wealth Advisory LLC, an SEC-registered wealth manager based in Hoboken, NJ with $134 million in regulatory assets, lists Brian F. Sheahen on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Hudson Oak Wealth Advisory LLCManaging Member & Chief Compliance OfficerWealth manager · Hoboken, NJ · $134M in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.