Brian Paul O'LEary

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 07/2010 → Present
  New York Life Insurance Co.
  Waltham, MA
• 09/2010 → Present
  Nylife Securities Llc
  Waltham, MA
• 06/2017 → Present
  Semper Financial Group, Llc
  Bridgewater, MA
• 03/2021 → Present
  Eagle Strategies Llc
  Bridgewater, MA
• 08/2023 → 07/2024
  Cabral Financial Group, Llc
  Bridgewater, MA

Other Businesses

[Insurance brokering; Appointed with outside insurance carriers for the purpose of brokering non-registered insurance products; 1 Lakeshore Center, Suite 202, Bridgewater, MA 02324; Start Date 06/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [ETS Sponsorship Program; The ETS Sponsorship Program, established in partnership with the Department of Veterans Affairs (VA) and the U.S. Army, exists to sponsor Soldiers, Sailors and Marines through the transition process from military to civilian life.; 2600 Virginia Ave NW Suite B200 Washington, District of Columbia 20037; Start Date 04/2021; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; As a Sponsor, I will receive the name and contact information of a Soldier who is within 6 months of their "Expiration of Term of Service" from ETS Sponsorship. I then initiate contact with the Soldier and discuss the transition from Military life back to the civilian world by sharing information with the Soldier about resources â?" to include benefits and other opportunities. I will then stay connected and continue to support the Soldier throughout the transition process until the Soldier is successfully transitioned to their post-military home.] [OPERATING UNDER THE DBA NAME OF SEMPER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BRIDGEWATER, MA; START DATE: 06/2017] [Fisher House Boston; Provide local lodging for servicemembers and their families who are in Boston and surrounding areas for medical care.; 1400 VFW Parkway, West Roxbury, MA 02132; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; work on ways to improve organization, help in planning fundraising activities, attend events]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-23
• S63 Uniform Securities Agent State Law Examination
  2014-03-10