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Sean Ohara
39 Years of Experience
Palm Beach, FL
1 DisclosureBroker
Sean Ohara is a registered investment advisor at Pacer Advisors, INC., based in Palm Beach, FL, with 39 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $46B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$46.1B
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Location
Palm Beach, FL
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Regulatory History (1)
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Financial
June 2017Final
Other Business Activities
Sean has an unexercised option to acquire interest in PF, LLC since 2012, and holds a passive investment in 500 Chesterfield Parkway Holdings LLC since 2019. Sean also works as an Uber driver for about 10-20% of their time and is a partner in War Horse Stables.
Employment History
Current Registrations
Pacer Advisors, INC.
March 2009 - Present · 17 yrs 2 mos
Pacer Financial, INC.
February 2008 - Present · 18 yrs 3 mos
Pacer Financial, INC.Broker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Planco Financial Services, LLCBroker
June 1987 - May 2007 · 19 yrs 11 mos
The Great-West Life Assurance CompanyBroker
February 1986 - April 1987 · 1 yr 2 mos
Calvert Securities CorporationBroker
June 1985 - December 1985 · 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.