Christopher Oleary
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Reel AnalyticsMay 2022 to now
- UberJun 2020 to now
- Lincoln Financial AdvisorsMay 2023 to Jan 2025
- J Sutton FinancialOct 2022 to Feb 2023
- Heritage Ranch Golf and Country ClubMay 2019 to Jul 2019
- University of AlabamaJul 2018 to May 2022
- Crazy TomatoSep 2017 to May 2018
- Pie FiveJun 2017 to Aug 2017
- Lovejoy High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7722936
- Firm CRD
- 23131