Mark J O'LEary

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/1987 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ft Lauderdale, FL
• 05/2011 → Present
  Bank Of America, N.A.
  Fort Lauderdale, FL

Other Businesses

BUSINESS OR ACTIVITY NAME: C A O IRA FOR PROFIT OR NOT FOR PROFIT: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] NOT FOR PROFITINVESTMENT RELATED: (YES OR NO) *[O'LEARY, MARK (FORT LAUDERDALE, FL LW)] YES, I AM POWER OF ATTORNEY ON MY WIFE'S IRA ACCOUNT ADDRESS OF BUSINESS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] BOCA RATON,FL 33428NATURE OF BUSINESS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] MY WIFE'S MERRILL LYNCH IRA ACCOUNTYOUR POSITION, TITLE, ASSOCIATION: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] POWER OF ATTORNEY FOR MY WIFE'S IRA ACCOUNTSTART DATE OF RELATIONSHIP: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] 01/23/2004NUMBER OF HOURS DEVOTED PER MONTH: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] LESS THAN ONE HOURNUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] 0YOUR DUTIES: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] I HAVE POWER OF ATTORNEY ON MY WIFE C'S MERRILL LYNCH IRA ACCOUNT. I*4350271, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO S T O RRA FBO S T O, Address: Boca Raton, Florida, 33428, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/25/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Duties: Power of Attorney/Child/Grandchild I*5108268 Entity Type: Fiduciary role Name of OBA: S. T. O. Address: Boca Raton, FL 33428 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/27/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Child/Grandchild I*5454268, Entity Type: , Name of OBA: P M O TOD BENEFICIARIES ON FILE , Address: Boca Raton, Florida, 33428, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/18/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-27
• S63 Uniform Securities Agent State Law Examination
  1986-01-31

Other Names

• Mark Jeremiah Oleary
• Mark Jeremiah O'LEary