Robert
O'Leary

Stifel, Nicolaus & Company, Inc

CRD#1687722
Investment Advisor
in Saint Marys, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert O'Leary is a financial advisor working in Saint Marys, Pennsylvania with a total of 11 years of industry experience. O'Leary works at Stifel, Nicolaus & Company, Inc. They have been with Stifel, Nicolaus & Company, Inc for their whole career. O'Leary holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is an advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 459 locations and a total of 6,729 people on staff. It manages $133 billion in assets under management among its 334,814 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 accounts, 24% belong to high-net-worth clients who have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on the type of services. Fee types charged by Stifel, Nicolaus & Company, Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

357 Brussels Street
Saint Marys, PA 15857

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.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

PA Average: $11,469,110,461
Total Number of Employees

6,729

PA Average: 458
Total Number of Accounts

334,814

PA Average: 33,415
Average Account Size

$395,894

PA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert O'Leary Work History

Robert has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Stifel Nicolaus & Co Inc

*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 Robert 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 Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Michael Garcia
Colorado Springs, CO
Eric Haley
Greensburg, PA
Morgan Heyen
Lincoln, NE
Omar Latif
Saint Louis, MO
Michael Tucker
Bellevue, WA
Nathaniel Omeltchenko
New York, NY
Kathryn Peltz
Bismarck, ND

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