Brian
O'Leary
Eagle Strategies LLC
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About this Advisor
Brian O'Leary is a financial advisor based in Bridgewater, Massachusetts, working with Eagle Strategies LLC. Brian has previously held positions at New York Life Insurance Co, Nylife Securities LLC, Semper Financial Group, LLC, Eagle Strategies LLC, and Cabral Financial Group, LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Brian is part of Eagle Strategies LLC, which operates out of Bridgewater, Massachusetts. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian O'Leary Work History
Cabral Financial Group, LLC
Eagle Strategies LLC
Semper Financial Group, LLC
New York Life Insurance Co
Nylife Securities LLC
Disclosures
Please visit the SEC profile of Brian O'Leary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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