Patrick Harold Oleary

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 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

• 05/1996 → Present
  D.A. Davidson & Co.
  Billings, MT

Previous Registrations

• 2002-06-27 → 2004-11-08
  Davidson Investment Advisors, Inc.
  Great Falls, MT

Other Businesses

1) PHO BUILD, LLC; INVESTMENT RELATED; BILLINGS, MT; MANAGE REAL ESTATE INVESTMENTS; START 9/17/25; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS. 2) BILLINGS CATHOLIC SCHOOLS FOUNDATION; INVESTMENT RELATED; BILLINGS, MT; NON-PROFIT; BOARD MEMBER AND COMMITTEE MEMBER; START 1/14/25; 3 HR/MO DURING SECURITIES TRADING HOURS. 3) BILLINGS CATHOLIC SCHOOLS FOUNDATION; NON-INVESTMENT RELATED; BILLINGS, MT; NON-PROFIT; SECRETARY/TREASURER/CHAIR OF FINANCE & INVESTMENT COMMITTEE; START 9/1/26; 5 HR/MO DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-01
• S63 Uniform Securities Agent State Law Examination
  1996-07-18

Designations

• Certified Financial Planner

Other Names

• Patrick Harold Oleary
• Patrick Harold O'LEary