AdvisorOS Directory
Claim Profile
SO

Sharon Mary O'shea

TALARA CAPITAL MANAGEMENT, LLC·MONTCLAIR, New Jersey
Unclaimed Profile
24 CHURCH STREET, MONTCLAIR, NJ 07042CRD# 4484825Firm CRD# 158866
01

About

Sharon Mary O'shea is a registered financial advisor based in MONTCLAIR, New Jersey, affiliated with TALARA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TALARA CAPITAL MANAGEMENT, LLC
TALARA CAPITAL MANAGEMENT, LLC
AUM
$428M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TALARA CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4484825
Firm CRD# 158866
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTCLAIR?

Browse all registered financial advisors in MONTCLAIR, New Jersey or claim this profile if it's yours.

Browse MONTCLAIR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sharon Mary O'shea offer?
Sharon Mary O'shea specializes in Retirement Planning. Contact their office in MONTCLAIR, New Jersey for a consultation.
What are Sharon Mary O'shea's credentials?
Sharon Mary O'shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Mary O'shea located?
Sharon Mary O'shea is based in MONTCLAIR, New Jersey, working with TALARA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MONTCLAIR metropolitan area and surrounding communities.
How does Sharon Mary O'shea charge for services?
Sharon Mary O'shea'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 TALARA CAPITAL MANAGEMENT, LLC?
TALARA CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $428M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONTCLAIR
Marc Arthur Bautis — BAUTIS FINANCIAL, LLCDaniel B Wolfe — 180 DEGREE CAPITAL CORP.James Reed Trimble — FOUR WOOD CAPITAL ADVISORS LLCSteven Felix Sergio — RMR WEALTH BUILDERS, INC.Christopher Robert Sampers — SFI ADVISORS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile