# Martin Charles O'Shaughnessy

Martin Charles O'Shaughnessy is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with ASSURED RETIREMENT FINANCIAL GROUP, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ASSURED RETIREMENT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/179516) | 2025-02-23 | present | Yes |
| [BELPOINTE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/143440) | 2024-06-07 | 2024-12-19 | — |
| [DAI WEALTH, LLC](https://search.stillhousedata.com/firm/138938) | 2023-08-04 | 2024-06-06 | — |
| [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | 2018-12-05 | 2023-06-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7014969)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7014969.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.