Andrew Casey Ohara

Acorns

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Acorns

Compensation

Fixed/Hourly

Firm Size

13 advisors

Number of Clients

7,767,132 clients

Average Client Portfolio

$1K average

Assets Under Management

$10.4B

Fee Structure

Financial Planning:Investment management only

Location

5300 California Avenue, Irvine, CA, 92617

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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.

Employment History

Current Registrations

Acorns

July 2019 - Present · 6 yrs 7 mos

Acorns Securities, LLC

January 2019 - Present · 7 yrs 1 mo

Acorns Securities, LLCBroker

January 2019 - Present · 7 yrs 1 mo

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.