Robert O'hara is a registered investment advisor, based in Moorestown, NJ, with 20 years of industry experience.
Location
224 Strawbridge Dr. Suite 110, Moorestown, NJ, 08057
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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.
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Robert owns rental property and dedicates minimal time to it. He is also an advisory board member for Cathedral Kitchen, a charitable organization, spending minimal time on this role.
Employment History
Current Registrations
Sanctuary Advisors, LLC
August 2021 - Present · 4 yrs 11 mos
Sanctuary Securities, INC.
August 2021 - Present · 4 yrs 11 mos
Sanctuary Securities, INC.Broker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - August 2021 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - August 2021 · 13 yrs 11 mos
Morgan Stanley & CO., Incorporated
April 2007 - September 2007 · 5 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - September 2007 · 5 mos
Morgan Stanley
January 2006 - April 2007 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
Ameriprise Financial Services, INC.
November 2005 - January 2006 · 2 mos
Ameriprise Financial Services, INC.Broker
October 2005 - January 2006 · 3 mos
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.