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Patrick Oleary
34 Years of Experience
Estero, FL
1 DisclosureBroker
Patrick Oleary is a registered investment advisor at Raymond James & Associates, INC., based in Estero, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Estero, FL
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Regulatory History (1)
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Regulatory
June 1999Final
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLCBroker
November 2023 - May 2025 · 1 yr 6 mos
Ameriprise Financial Services, LLC
August 2023 - May 2025 · 1 yr 9 mos
Comerica Securities
June 2004 - November 2023 · 19 yrs 5 mos
Comerica SecuritiesBroker
September 1995 - November 2023 · 28 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1991 - August 1995 · 3 yrs 9 mos
State Registrations11 states
AZCACOFLKYMDMISCUTVAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.