Denis Patrick O'leary
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kestra Advisory Services, LLCAug 2022 to now
- Kestra Investment ServicesAug 2022 to now
- First National Bank of Long Island Investment ManagementJun 2021 to Aug 2022
- UnemployedJan 2021 to Jun 2021
- Hancock Whitney Asset Management and TrustOct 2018 to Dec 2020
- Dinosaur Financial Group, LLCMay 2018 to Oct 2018
- Morgan Stanley Private Bank, N.A.Nov 2016 to May 2018
- Morgan StanleyJun 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2179225
- Firm CRD
- 283330