Unclaimed Profile

Matthew O'hara

UNISON INVESTMENT MANAGEMENT, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 7TO, Series 63Clean recordUNISON INVESTMENT MANAGEMENT, LLC

650 CALIFORNIA STREET, SAN FRANCISCO, CA 94108-2702CRD# 6217535Firm CRD# 150893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew O'hara · SAN FRANCISCO, CA

Registration

CRD #6217535 · UNISON INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNISON INVESTMENT MANAGEMENT, LLC

CRD 150893 · SEC 801-109979

AUM

$1.6B

Regulatory assets under management

Employees

3 client accounts

Services offered by UNISON INVESTMENT MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at UNISON INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew O'hara offer?

Matthew O'hara specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Matthew O'hara's credentials?

Matthew O'hara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew O'hara located?

Matthew O'hara is based in SAN FRANCISCO, California, working with UNISON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Matthew O'hara charge for services?

Matthew O'hara's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNISON INVESTMENT MANAGEMENT, LLC?

UNISON INVESTMENT MANAGEMENT, LLC has approximately 20 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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