Denis Patrick O'LEary

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2016 → 05/2018
  Morgan Stanley
  Jericho, NY
• 11/2016 → 05/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 05/2018 → 10/2018
  Dinosaur Financial Group, Llc
  New York, NY
• 10/2018 → 12/2020
  Hancock Whitney Asset Management And Trust
  Melville, NY
• 06/2021 → 08/2022
  First National Bank Of Long Island Investment Management
  Garden City, NY
• 01/2021 → 06/2021
  Unemployed
  Holbrrok, NY
• 08/2022 → Present
  Kestra Investment Services
  Port Jefferson, NY
• 08/2022 → Present
  Kestra Advisory Services Llc
  Port Jefferson, NY

Previous Registrations

• 2018-05-09 → 2018-10-03
  Dcm Advisors, Llc
  New York, NY
  New York, NY
• 2016-09-19 → 2018-05-02
  Morgan Stanley
  Jericho, NY

Other Businesses

KESTRA ADVISORY SERVICES POSITION: Director of Wealth management NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 08/01/2022 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Firm strategy. Growth of Assets under management COASTLINE WEALTH MANAGEMENT POSITION: Director of Wealth Management NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 08/01/2022 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Firmstrategy. Contribute to growth of firm assets

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30
• S63 Uniform Securities Agent State Law Examination
  1991-10-17

Other Names

• Denis Patrick Oleary