KO
CFP
KO
CFP

Kevin P Ohanlon

3 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

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Location

Hoboken, NJ

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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.

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Other Business Activities

Kevin works as a contractor for DoorDash, a restaurant/bar/nightclub delivery service, since April 2019. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Range Advisory, LLC
February 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley
December 2021 - January 2025 · 3 yrs 1 mo
Morgan StanleyBroker
December 2021 - January 2025 · 3 yrs 1 mo
Equitable Advisors, LLC
September 2021 - September 2021 · 0 mos
Equitable Advisors, LLCBroker
September 2021 - September 2021 · 0 mos
State Registrations5 states
NJNYPATXVA
Advisor
Exams
No exam information available for this advisor.
Kevin P Ohanlon - Financial Advisor | TrueAdvisor