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Shane D O'Hara

Provise Management Group, LLC

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About Shane D O'Hara

Shane O'Hara is an investment advisor representative with Provise Management Group, LLC. Shane has been in the financial services industry since 2015 and is licensed in Florida and Texas. Shane's experience includes providing financial planning and wealth management services to individuals, families, and businesses. Shane is a Certified Financial Planner (CFP®) and holds the Series 66, Series 7, and SIE licenses. Shane is dedicated to helping clients achieve their financial goals.

Firm Information

Shane O'Hara is currently registered with Provise Management Group, LLC. Provise Management Group, LLC is a registered investment advisor with approximately $1.88 billion in regulatory assets under management. Based in Clearwater, FL, the firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Provise Management Group, LLC has 5 licensed agents, 17 investment advisor representatives, and 9 registered representatives.
Provise Management Group, LLC

611 DRUID RD E. STE 105

CLEARWATER, FL 33756

$1.88B

Assets Under Management

36

Total Clients

15

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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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Fees as solicitor for seabridge invest advisor

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Shane O'Hara’s Registration & Firm History

FL

08/18/2023 - Present

Provise Management Group, LLC (Clearwater FL)

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Licenses & Designations

BOTH

Issued 04/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane D O'Hara.
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