Daniel Oleary, financial advisor Englewood CO
93 score

Daniel Oleary

CRD Number: 3078456
Current Firm: Securities America Advisors, Inc.

Daniel Oleary (CRD# 3078456) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Englewood, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. Denver, CO Nov 2007 - Current 9
Securities America, Inc. Denver, CO Nov 2007 - Current 9
Daniel Oleary Castle Rock, CO Apr 2005 - Current 11
The Oleary Group Denver, CO Jan 2005 - Current 11
Linsco/private Ledger Denver, CO Jan 2001 - Nov 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Daniel E. Oleary
Phone Number: 402-399-9111
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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