Angella Ohara is a ChFC-designated registered investment advisor, based in Spencerport, NY, with 10 years of industry experience.
Location
Spencerport, NY
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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
Current Registrations
Cetera Financial Specialists LLCBroker
December 2025 - Present · 5 mos
Cetera Investment Services LLCBroker
December 2025 - Present · 5 mos
Cetera Financial Specialists LLC
December 2025 - Present · 5 mos
Cetera Investment Services LLC
December 2025 - Present · 5 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLC
January 2025 - Present · 1 yr 4 mos
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Avantax Investment Services, INC.Broker
January 2025 - September 2025 · 8 mos
Avantax Advisory Services
October 2023 - December 2024 · 1 yr 2 mos
Davie Kaplan Wealth Care Advisors, LLC
June 2021 - February 2025 · 3 yrs 8 mos
Avantax Investment Services, INC.Broker
October 2019 - December 2024 · 5 yrs 2 mos
1st Global Capital CORP.Broker
July 2016 - October 2019 · 3 yrs 3 mos
Msi Financial Services, INC.Broker
May 2015 - July 2016 · 1 yr 2 mos
State Registrations1 state
NY
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.