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Jerry P O'leary

KILNER CAPITAL ADVISORS, LLC·GAITHERSBURG, Maryland
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438 N. FREDERICK AVENUE, GAITHERSBURG, MD 20877CRD# 5873621Firm CRD# 139521
01

About

Jerry P O'leary is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with KILNER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KILNER CAPITAL ADVISORS, LLC
KILNER CAPITAL ADVISORS, LLC
AUM
$283M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KILNER CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5873621
Firm CRD# 139521
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jerry P O'leary offer?
Jerry P O'leary specializes in Investment Management, Wealth Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are Jerry P O'leary's credentials?
Jerry P O'leary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry P O'leary located?
Jerry P O'leary is based in GAITHERSBURG, Maryland, working with KILNER CAPITAL ADVISORS, LLC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Jerry P O'leary charge for services?
Jerry P O'leary's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILNER CAPITAL ADVISORS, LLC?
KILNER CAPITAL ADVISORS, LLC has approximately 3 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAITHERSBURG
Kenneth Edward Steben — STEBEN & COMPANY, INC.Brent Alan Mckim — NEA MEMBER BENEFITSBradley L Sherman — SHERMAN WEALTH MANAGEMENT LLCErik J Dolan — BEACON INVESTMENT ADVISORS LLCJoseph Francis Kilner — KILNER CAPITAL ADVISORS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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