Erik Oleary

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

• 09/2013 → 01/2018
  Nylife Securities Llc
  Waltham, MA
• 08/2013 → 01/2018
  New York Life Insurance Company
  Waltham, MA
• 01/2018 → 04/2018
  Unemployed
  Peabody, MA
• 04/2018 → 08/2022
  Securian Financial Services Inc
  St Paul, MN
• 04/2018 → 08/2022
  Minnesota Life Insurance Co
  St Paul, MN
• 04/2018 → 08/2022
  Securian Advisors Of New England
  Mansfield, MA
• 08/2022 → 09/2023
  Sagepoint Financial, Inc.
  Braintree, MA
• 09/2023 → 11/2024
  Osaic Wealth, Inc.
  Braintree, MA
• 11/2024 → Present
  Guardian Life Insurance Company
  Braintree, MA
• 11/2024 → Present
  Park Avenue Securities
  Braintree, MA

Previous Registrations

• 2023-09-01 → 2024-11-27
  Osaic Wealth, Inc.
  Braintree, MA
  Needham Heights, MA
• 2022-08-02 → 2023-09-01
  Osaic Services, Inc.
  Braintree, MA
• 2022-02-08 → 2022-08-19
  Securian Financial Services, Inc.
  Braintree, MA

Other Businesses

1. Outside Insurance, Start: 8/24/26, Nature: Insurance Sales, Address: 35 Braintree Hill Ofiice Park Ste 106 Braintree, MA 01284, Duties: Broker selling insurance other than Guardian, 10 total hours per month; 5 during securities trading hours, Investment Related,

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-31
• S63 Uniform Securities Agent State Law Examination
  2015-03-16

Other Names

• Erik J Oleary
• Erik Joseph Oleary
• Erik Joseph O'LEary