Christopher Oleary

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2017 → 08/2017
  Pie Five
  Allen, TX
• 09/2017 → 05/2018
  Crazy Tomato
  Allen, TX
• 07/2018 → 05/2022
  University Of Alabama
  Tuscaloosa, AL
• 05/2019 → 07/2019
  Heritage Ranch Golf And Country Club
  Fairview, TX
• 06/2020 → Present
  Uber
  Dallas & Austin, TX
• 05/2022 → Present
  Reel Analytics
  Roswell, GA
• 10/2022 → 02/2023
  J Sutton Financial
  Houston, TX
• 05/2023 → 01/2025
  Lincoln Financial Advisors
  Plano, TX
• 07/2014 → 05/2018
  Lovejoy High School
  Lucas, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Celina, TX

Previous Registrations

• 2024-08-21 → 2025-01-24
  Osaic Fa, Inc.
  Celina, TX

Other Businesses

1) UBER - PFLUGERVILLE, TX 78660 CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: SOLE PROPRIETOR DUTIES: DELIVER FOOD ON WEEKENDS AS A DRIVER. START DATE: 6/1/2020 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 2) REEL ANALYTICS - PFLUGERVILLE, TEXAS 78660 CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: I HELP MANAGE THE DATABASES OF PLAYER DATA, PUT TOGETHER REPORTS FOR COLLEGE FOOTBALL PROGRAMS, AND IN SOME CASES PRESENT THOSE REPORTS START DATE: 5/1/2022 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 2 3) KINGDOM WEALTH STRATEGIES 1055 S OKLAHOMA DR. SUITE 2110, CELINA, TX 75009 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF ACCIDENT INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 9/1/2024 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) CORPORATE BUSINESS STRATEGIES, INC. - 2705 OLD NORTH HILLS STREET, SUITE A, MERIDIAN, MS 39305 CATEGORY: CONSULTANT INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: CONSULTING ORGANIZATION FOR ALL LEVELS OF EXECUTIVE AND EMPLOYEE BENEFITS. THERE WILL BE NO CONSULTING ACTIVITIES RELATED TO SECURITIES. START DATE: 9/1/2024 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50 5) KWSEXECUTIVECOMP, INC. POSITION: Associate Manager NATURE: Consulting organization for all levels of executive and employee benefits. There will be no consulting activities related to securities. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/07/2025 ADDRESS: 1055 S. Oklahoma Drive, #2110, Celina TX 75009, United States DESCRIPTION: Management role within the organization

Exams

• S66 Uniform Combined State Law Examination
  2024-08-17

Other Names

• Christopher Noah O'LEary