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Vice President/chief Compliance Officer/treasurer · Mount Vernon Associates Inc

Nancy V. O'Hara

CRD 5253349 · Named on Form ADV at one SEC-registered adviser

At a glance

Mount Vernon Associates Inc, an SEC-registered wealth manager based in Baltimore, MD with $233 million in regulatory assets, lists Nancy V. O'Hara on its Form ADV as Vice President/chief Compliance Officer/treasurer, a control person.

Firms and roles

  • Mount Vernon Associates IncVice President/chief Compliance Officer/treasurerWealth manager · Baltimore, MD · $233M in regulatory assets

AtlasMembers

Nancy’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
1 firmLocked
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.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.