Mark Oleary
Mark Oleary is a registered investment advisor at Summit Financial, LLC, based in Branchburg, NJ, with 28 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
Branchburg, NJ
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.
Exams
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