Martin O'leary, financial advisor Orlando FL

Martin O'leary

CRD Number: 4548042
Current Firm: Stadium Financial LLC

Martin O'leary (CRD# 4548042) is an Investment Advisor Representative working at Stadium Financial LLC in Orlando, FL and has over 21 years of experience in the finance industry. Martin O'leary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stadium Financial LLC Lake Mary, FL Feb 2022 - Current 2
Tim Looney Investments, LLC Heathrow, FL Feb 2016 - Jun 2022 6
Ucf Athletics Assoc., Inc. Orlando, FL Jan 2005 - Feb 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Martin T. O'leary
Phone Number: 407-920-4421
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $230,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

FL, GA

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