Denis
O'Leary
Kestra Advisory Services, LLC
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About this Advisor
Denis O'Leary is a financial advisor operating in Port Jefferson, New York with 1 year of relevant experience. O'Leary works at Kestra Advisory Services, LLC. Over the course of their career, O'Leary has held roles at Kestra Advisory Services LLC, Morgan Stanley, Capital One, Morgan Stanley Private Bank, N.A, Dinosaur Financial Group, LLC, Hancock Whitney Asset Management And Trust, Kestra Investment Services and First National Bank Of Long Island Investment Management. O'Leary maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in New York. Kestra Advisory Services, LLC is a registered investment company based out of Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It manages $42 billion in total assets among its 140,407 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is provided. However, fee types charged by Kestra Advisory Services, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Denis O'Leary Work History
Denis has been registered as a financial advisor for 1 years.*
Kestra Advisory Services LLC
Kestra Investment Services
First National Bank Of Long Island Investment Management
Dinosaur Financial Group, LLC
Hancock Whitney Asset Management And Trust
Morgan Stanley
Morgan Stanley Private Bank, N.A
Capital One
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Denis O'Leary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Richland, WA
Austin, TX
Lincoln, NE
Phoenix, AZ
Cushing, TX
Paramus, NJ
Saint Augustine, FL
Canton, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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