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John Gerard O'callaghan

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP·WAKEFIELD, Massachusetts
Clean recordWEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
301 EDGEWATER PLACE, WAKEFIELD, MA 01880CRD# 4470779Firm CRD# 109291

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Gerard O'callaghan · WAKEFIELD, MA
Registration
CRD #4470779 · WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

John Gerard O'callaghan is a registered financial advisor based in WAKEFIELD, Massachusetts, affiliated with WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP
US ADVISORY GROUP INC
AUM
$54M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP →
Services
Financial planning
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4470779
Firm CRD# 109291
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Gerard O'callaghan offer?
John Gerard O'callaghan specializes in Financial Planning, Investment Management. Contact their office in WAKEFIELD, Massachusetts for a consultation.
What are John Gerard O'callaghan's credentials?
John Gerard O'callaghan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gerard O'callaghan located?
John Gerard O'callaghan is based in WAKEFIELD, Massachusetts, working with WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does John Gerard O'callaghan charge for services?
John Gerard O'callaghan'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 WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP?
WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP has approximately 3 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

Frederick Vincent Mcdonald
WAKEFIELD, MA
Lewis John Leathersich
WAKEFIELD, MA

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