Michael Joseph O'leary
Investment adviser representative at Osaic Institutions, Inc.
21 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Institutions, Inc.Apr 2019 to now
- Infinex Investments, Inc.Apr 2019 to now
- Bay Coast BankMar 2019 to now
- Oppenheimer & Co. Inc.Jan 2017 to Mar 2019
- Roosevelt & Cross, IncorporatedFeb 2005 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 4520062
- Firm CRD
- 35371