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Coleman O'leary is a registered investment advisor, based in Westlake, OH, with 17 years of industry experience. Coleman is also registered as a broker, so some compensation may come from commissions on products sold.
Location
28901 Clemens Road #111E, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
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Financial
October 2025Final
Other Business ActivitiesSells Insurance
Coleman is an independent insurance agent for various insurance companies through Alpha Property & Casualty and Alpha Retirement Solutions. He also works as an advisory representative of a Registered Investment Advisor (RIA) called CIRA, spending nearly full-time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2015 - Present · 11 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Nylife Securities LLCBroker
July 2009 - March 2015 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - February 2009 · 2 mos
State Registrations9 states
CAFLINMINCOHTXUTWI
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.
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