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Christopher John O'Shea

Financial Consulate

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About Christopher John O'Shea

Christopher John O'Shea is a financial advisor with Financial Consulate. Christopher has been in the industry since 1989 and holds licenses in Maryland, Pennsylvania and Texas. Christopher's main office location is in HUNT VALLEY, Maryland. Christopher's previous experience includes Investment Management & Research, Inc. in ST. PETERSBURG, Florida. Christopher is also a Certified Financial Planner. Financial Consulate is a Registered Investment Adviser with a total of 12 investment adviser representatives. The firm offers a range of advisory services including financial planning, pension consulting, portfolio management, publication of periodicals and selection of other advisers.

Firm Information

Christopher O'Shea is currently registered with Financial Consulate. Financial Consulate is an investment advisor headquartered in HUNT VALLEY, MD. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals services. They also offer other advisory services, including tax, accounting, and estate advisory. The firm manages approximately $782.3 million in assets for a total of 3,093 clients. They primarily serve high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Financial Consulate

11019 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$782.27M

Assets Under Management

8

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax, accounting & estate advisory

Tax, accounting & estate advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher O'Shea’s Registration & Firm History

MD

11/15/2023 - Present

Financial Consulate (HUNT VALLEY MD)

FL

06/20/1989 - 07/06/1995

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 08/22/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher John O'Shea.
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