Mark Oleary
Mark Oleary is a registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
4 Campus Drive, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History (2)
Criminal
April 1989Criminal
May 1983Other Business ActivitiesSells Insurance
Mark is an insurance broker or agent, selling through various companies, including SRM, an affiliated company. He is also an RIA/IAR with Summit Financial, LLC and a managing member of MJOleary62 LLC, dedicating full-time hours to each.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.