Park Avenue Securities
40yrs
Kenneth Bogert
Financial advisor
River Place Executive Center 1 River Road, Suite 101
Brielle, NJ 08730
Brielle, NJ 08730
Top advisor by experience in Brielle
15yrs
Shane Oconnor
Financial advisor at Osaic Wealth
Shane Oconnor is a fiduciary financial advisor in Brielle, New Jersey, with 15 years in the industry. After ten years at Osaic Fa and two years at Wells Fargo Advisors, Shane joined Osaic Wealth in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Shane holds the CFP® designation.
One of 29 advisors with offices in Brielle, and one of 25 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?15 years in the industry
OfficeBrielle, NJ
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2015 – 2025Osaic Fa, Inc.Previously
- Nov 2013 – Jul 2014Osaic Fa, Inc.Previously
- Dec 2011 – Aug 2013Wells Fargo Clearing Services, LLCPreviously
Contact Shane
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Shane. Brielle, NJOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Shane
Tailored to Shane’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Shane
How do I contact Shane?
Call Osaic Wealth at (800) 821-5100 and ask for Shane Oconnor. Shane works from the Brielle, NJ office.
How long has Shane been a financial advisor?
Shane has been in the industry since 2011, about 15 years. 15 years in the industry.
What licenses does Shane hold?
Series 66. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Shane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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