Patrick Oleary is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick is a member or managing member of numerous LLCs involved in real estate rentals and development. He spends minimal time per month on each activity, providing support, assisting with management, or advising LLC management.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Davidson Investment Advisors, INC.
State Registrations26 states
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