Patrick O'LEary

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 01/2024
  Charles Schwab & Co.
  Phoenix, AZ
• 07/2024 → Present
  Mercer Global Advisors Inc.
  Scottsdale, AZ
• 01/2024 → 07/2024
  Unemployed
  Phoenix, AZ

Previous Registrations

• 2006-10-27 → 2024-01-08
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Lone Tree, CO
  Phoenix, AZ
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2006-09-11
• S63 Uniform Securities Agent State Law Examination
  2000-11-06

Other Names

• Patrick Aloysius Oleary
• Patrick Aloysius O'LEary
• Patrick A O'LEary