Mario Oulahan is a registered investment advisor, based in Scottsdale, AZ, with 10 years of industry experience.
Location
Scottsdale, AZ
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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.
Learn about disclosures →Employment History
Previous Registrations
Potomac
June 2025 - March 2026 · 9 mos
Charles Schwab & CO., INC.
May 2017 - June 2022 · 5 yrs 1 mo
Calamos Advisors LLC
January 2013 - May 2015 · 2 yrs 4 mos
Fifth Third Asset Management, INC.
October 2011 - September 2012 · 11 mos
State Registrations5 states
AZCOMDNMUT
Broker
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.