Simon O'Shea
Chief Investment OfficerBallast Rock Private Wealth LLCCRD 4433957
About Simon O'Shea
Simon O'Shea is listed as Chief Investment Officer at Ballast Rock Private Wealth LLC in Charleston, SC. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Ballast Rock Private Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Simon O'Shea work?
Simon O'Shea is listed as Chief Investment Officer at Ballast Rock Private Wealth LLC on SEC Form ADV.
How much of Ballast Rock Private Wealth LLC does Simon O'Shea own?
Form ADV reports a beneficial ownership band of 5-10%.
Ballast Rock Private Wealth LLC
| Title | Chief Investment Officer |
| Ownership | 5-10% |
| Control person | No |
| Since | 2021 |