Roan Oleary
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Nov 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2025 to now
- K Capital Partners LLCNov 2024 to Sep 2025
- Preservation Society of Newport CountyNov 2024 to Aug 2025
- Stonehaven LLCMay 2024 to Sep 2025
- FigadviseJun 2023 to Aug 2023
- Hotel JacksonMay 2022 to Aug 2022
- University of TennesseeJan 2021 to May 2024
- Extended TravelAug 2020 to Jan 2021
- Burlington Country ClubApr 2018 to Aug 2020
- Vermont Lake MonstersJun 2017 to Aug 2017
- South Burlington High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 8169545
- Firm CRD
- 7691