John
Oleary

Capitol Securities Management, Inc

CRD#1875296
Investment Advisor
in Melville, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Oleary is a financial advisor working out of Melville, New York with a total of 6 years of industry experience. Oleary is on the advisory team at Capitol Securities Management, Inc. During their career, Oleary has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Capitol Securities Management. Oleary maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Capitol Securities Management, Inc is a company based out of Glen Allen, VA. It has offices in 40 locations and a total of 175 financial advisors. It has $1 billion in total assets among its 3,202 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 3,202 accounts, 32% are held by high-net-worth clients who have at least $1 million in investable assets. Capitol Securities Management, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Capitol Securities Management, Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

201 Old Country Road Suite 204
Melville, NY 11747

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Capitol Securities Management, Inc Brokerage Details

Total Assets Under Management

$1,285,947,379

NY Average: $1,835,309,194
Total Number of Employees

175

NY Average: 32
Total Number of Accounts

3,202

NY Average: 1,458
Average Account Size

$401,608

NY Average: $1,258,785

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
  • Educational seminars/workshops

John Oleary Work History

John has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Capitol Securities Management

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 John Oleary 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 Capitol Securities Management, Inc

Richard Cioffi
Toms River, NJ
Logan Saufley
Glen Allen, VA
Malcolm Huckaby
Wellesley, MA
John Cahill
Wellesley, MA
Lawrence Nordmann
Tampa, FL
James Cashmore
Glen Allen, VA
Patrick Brosnan
Leesburg, VA
James Zimmerman
Salisbury, MD

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started