DO
DO

Donald Ohara

16 Years of Experience
Berwyn, PA
Broker

Donald Ohara is a registered investment advisor, based in Berwyn, PA, with 16 years of industry experience.

Location

1000 Chesterbrook Blvd, Suite 100, Berwyn, PA, 19312

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Donald is the Chief Compliance Officer for Villanova Investment Management Company, LLC and RadiantESG Global Investors, dedicating a few hours per week to each. He also serves as the CEO and CCO of PennHaven Brokerage Partners LLC, spending about a quarter of his time in this role, and is an executive officer of several pooled investment vehicles.

Employment History
Current Registrations
Pennhaven Brokerage Partners, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Villanova Investment Management Company, LLC
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Chesterbrook CapitalBroker
June 2018 - March 2020 · 1 yr 9 mos
Foreside Fund Services, LLCBroker
March 2011 - May 2018 · 7 yrs 2 mos
Brinker Capital Securities, INC.Broker
January 2000 - September 2001 · 1 yr 8 mos
State Registrations12 states
CACTMANCNYOHPASCTXUTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Donald Ohara - Financial Advisor | TrueAdvisor