Brian Sheahen has been Managing Member & Chief Compliance Officer of Hudson Oak Wealth Advisory since December 2018, is a control person of the firm and directly owns 75% or more of it. Brian Sheahen holds a Bachelor's degree in Business Administration from Loyola University Maryland and a Master of Science in Taxation (MST) from Fordham University.
Hudson Oak Wealth Advisory LLC is a Hoboken, NJ firm with $134M under management, 56 clients and 1 adviser in one office, as of its March 2026 filing.
Brian Sheahen is Owner and Wealth Advisor of Hudson Oak Wealth Advisory, based in Hoboken, NJ. He is the Founder and Owner of the firm and also Founder and Managing Director of Hudson Oak Tax Advisory, a separate tax and advisory firm. Before founding Hudson Oak, he was Vice President of Wealth Advisory at BBR Partners, a multi-family office in New York City, and earlier a Financial Advisor at Modera Wealth Management.
Brian Sheahen’s longest registration is the current one, 7 years at Hudson Oak Wealth Advisory since 2019. Before joining Hudson Oak Wealth Advisory in 2019, Brian Sheahen was registered through Modera Wealth Management, LLC.
- – present · 7 yearsHoboken, NJ · Adviser representative · Firm CRD 300218
- Modera Wealth Management, LLC– · under a yearWestwood, NJ · Adviser representative · Firm CRD 155649
Professional designations
Listed by Hudson Oak Wealth Advisory
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brian Sheahen is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2019; the most recent is Texas, in February 2022.
- New JerseySince 7 February 2019
- TexasResidentSince 17 February 2022
Examinations
No examinations are on Brian Sheahen’s record.
- Full name
- Brian Francis Sheahen
- CRD
- 6760327
- Firm
- Hudson Oak Wealth Advisory · CRD 300218
- Role
- Managing Member & Chief Compliance Officer
- Office
- 221 RIVER STREET, 9TH FLOOR, Hoboken, NJ 07030
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hudsonoakwealth.com
Where does Brian Sheahen work?
Brian Sheahen has been Managing Member & Chief Compliance Officer of Hudson Oak Wealth Advisory LLC since December 2018, and is a control person of the firm.
Is Brian Sheahen a financial advisor?
Yes. Brian Sheahen has a current investment-adviser registration in New Jersey and Texas, through Hudson Oak Wealth Advisory since February 2019.
How many years of experience does Brian Sheahen have?
Brian Sheahen has 8 years in the financial industry, since February 2018, across 2 adviser firms.
Where did Brian Sheahen work before Hudson Oak Wealth Advisory?
Before Hudson Oak Wealth Advisory, Brian Sheahen was registered through Modera Wealth Management, LLC, March 2017 to February 2018.
Where is Brian Sheahen based?
Brian Sheahen’s registered office is in Hoboken, NJ.
Is Brian Sheahen registered with FINRA?
No. Brian Sheahen has no current broker registration.
Is Brian Sheahen a CFP?
Hudson Oak Wealth Advisory lists Brian Sheahen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Sheahen’s record?
Search CRD 6760327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Sheahen’s full registration record.