Andrew O'LEary

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2023 → 03/2025
  Self-Employed
  Norfolk, MA
• 08/2018 → 05/2023
  University Of Notre Dame
  South Bend, IN
• 09/2014 → 08/2018
  Catholic Memorial School
  West Roxbury, MA
• 04/2025 → Present
  Guardian Life Insurance Company
  Medfield, MA
• 01/2026 → Present
  Park Avenue Securities
  Medfield, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-23