Timothy Alan O'LEary

Employer firm

Manning & Napier Advisors, LLC CRD 105992

$17.0B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2012 → 11/2020
  Nuveen Investments
  Chicago, IL
• 02/2021 → 02/2022
  Raymond James Financial Services, Inc.
  Wilmington, DE
• 02/2021 → 02/2022
  Raymond James Financial Services Advisors, Inc.
  Wilmington, DE
• 03/2022 → 11/2023
  Sei Investments Distribution Co.
  Oaks, PA
• 11/2023 → Present
  Manning & Napier Advisors, Llc
  Fairport, NY
• 11/2023 → Present
  Manning & Napier Investor Services, Inc.
  Fairport, NY

Previous Registrations

• 2022-03-30 → 2023-11-28
  Sei Investments Management Corp
  Oaks, PA
• 2021-02-04 → 2022-02-22
  Raymond James Financial Services Advisors, Inc
  Wilmington, DE
• 2012-08-16 → 2020-08-07
  Nuveen Asset Management, Llc
  Chicago, IL
  West Chester, PA

Other Businesses

EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; Marlborough Hunting & Fishing Club - Secretary, voluntary, non-investment related (zero hours during trading); Concordville Fire and Protective Association - Board Member on the Finance Committee, voluntary, non-investment related (zero hours during trading); Rental Property - non-investment related (zero hours during trading).

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-14
• S63 Uniform Securities Agent State Law Examination
  1997-11-17

Other Names

• Timothy Alan Oleary