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James Trevor Oshaughnessy

SHERIDAN ROAD ADVISORS, LLC·NORTHBROOK, Illinois
Unclaimed Profile
707 SKOKIE BLVD, NORTHBROOK, IL 60062CRD# 2284652Firm CRD# 293807
01

About

James Trevor Oshaughnessy is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with SHERIDAN ROAD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHERIDAN ROAD ADVISORS, LLC
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY
AUM
$12.0B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SHERIDAN ROAD ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2284652
Firm CRD# 293807
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Trevor Oshaughnessy offer?
James Trevor Oshaughnessy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are James Trevor Oshaughnessy's credentials?
James Trevor Oshaughnessy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Trevor Oshaughnessy located?
James Trevor Oshaughnessy is based in NORTHBROOK, Illinois, working with SHERIDAN ROAD ADVISORS, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does James Trevor Oshaughnessy charge for services?
James Trevor Oshaughnessy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHERIDAN ROAD ADVISORS, LLC?
SHERIDAN ROAD ADVISORS, LLC has approximately 16 employees and manages $12.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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