Unclaimed Profile

Shawn O'leary

MEDALIST PARTNERS CORPORATE FINANCE LLC·ALPHARETTA, Georgia

Clean recordMEDALIST PARTNERS CORPORATE FINANCE LLC

8000 AVALON BOULEVARD, ALPHARETTA, GA 30009CRD# 7087777Firm CRD# 167302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shawn O'leary · ALPHARETTA, GA

Registration

CRD #7087777 · MEDALIST PARTNERS CORPORATE FINANCE LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shawn O'leary is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with MEDALIST PARTNERS CORPORATE FINANCE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MEDALIST PARTNERS CORPORATE FINANCE LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEDALIST PARTNERS CORPORATE FINANCE LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7087777

Firm CRD# 167302

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shawn O'leary offer?

Shawn O'leary specializes in Retirement Planning. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Shawn O'leary's credentials?

Shawn O'leary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shawn O'leary located?

Shawn O'leary is based in ALPHARETTA, Georgia, working with MEDALIST PARTNERS CORPORATE FINANCE LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Shawn O'leary charge for services?

Shawn O'leary's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEDALIST PARTNERS CORPORATE FINANCE LLC?

MEDALIST PARTNERS CORPORATE FINANCE LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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