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Garth Andrew O'leary

BRIGHT ROCK CAPITAL MANAGEMENT LLC·HANOVER, Massachusetts
SIE, Series 4, Series 6, Series 7, Series 9, Series 10, Series 24, Series 63Clean recordBRIGHT ROCK CAPITAL MANAGEMENT LLC
2036 WASHINGTON STREET, HANOVER, MA 02339CRD# 2923859Firm CRD# 152820

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Garth Andrew O'leary · HANOVER, MA
Registration
CRD #2923859 · BRIGHT ROCK CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 6
Series 7
Series 9
Series 10
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BRIGHT ROCK CAPITAL MANAGEMENT LLC
CRD 152820 · SEC 801-71081
AUM
$483M
Regulatory assets under management
Employees
5
2 client accounts
Services offered by BRIGHT ROCK CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at BRIGHT ROCK CAPITAL MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Garth Andrew O'leary offer?
Garth Andrew O'leary specializes in Investment Management, Fee-Only Advisory. Contact their office in HANOVER, Massachusetts for a consultation.
What are Garth Andrew O'leary's credentials?
Garth Andrew O'leary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Garth Andrew O'leary located?
Garth Andrew O'leary is based in HANOVER, Massachusetts, working with BRIGHT ROCK CAPITAL MANAGEMENT LLC. Their office serves clients in the HANOVER metropolitan area and surrounding communities.
How does Garth Andrew O'leary charge for services?
Garth Andrew O'leary's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT ROCK CAPITAL MANAGEMENT LLC?
BRIGHT ROCK CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $483M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jason Robert Lilly
ROCKLAND, MA

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