Steven Richard O Leary

Employer firm

Keel Point, LLC CRD 127902

$4.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING SERVICE TO THIRD-PARTY RIA

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

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

Current Employers

Employment History

• 11/2010 → 11/2022
  Valic Financial Advisors, Inc.
  Richmond, VA
• 11/2010 → 11/2022
  Valic Financial Advisors
  Houston, TX
• 11/2022 → Present
  Keel Point, Llc
  Mclean, VA

Previous Registrations

• 2010-12-16 → 2022-11-22
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
  Annapolis, MD
• 2006-02-21 → 2009-01-07
  Citigroup Global Markets Inc.
  Richmond, VA
  New York, NY
  Richmond, VA
• 2002-07-12 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Richmond, VA
• 1998-08-31 → 2002-07-22
  Scott & Stringfellow, Llc
  Richmond, VA

Other Businesses

POA HELEN M. HALE MOTHER POSITION: POA NATURE: Not a business, POA INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2010 ADDRESS: 51 Lafayette Ave, Annapolis MD 21401, United States DESCRIPTION: POA SUCCESSOR TRUSTEE POSITION: Successor Trustee NATURE: The Helen Hale Revocable Trust was established as an estate planning tool for Helen and Richard Hale (deceased) my mother and step father. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2010 ADDRESS: 51 Lafayette Ave, Annapolis MD 21401, United States DESCRIPTION: Helen is Trustee and makes decisions, upon her death I am named as Trustee and Executor of the then Helen Hale Irrevocable Family Trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-27
• S63 Uniform Securities Agent State Law Examination
  1994-11-15

Other Names

• Steven Richard Oleary
• Steven Richard O'LEary