Unclaimed Profile

Shannon Marie O'leary

THE ADVOCATE GROUP, LLC·MINNETONKA, Minnesota

Clean recordTHE ADVOCATE GROUP, LLC

601 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 6106265Firm CRD# 155270

Profile Verification

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

Identity

Shannon Marie O'leary · MINNETONKA, MN

Registration

CRD #6106265 · THE ADVOCATE GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shannon Marie O'leary is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with THE ADVOCATE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE ADVOCATE GROUP, LLC

AUM

$636M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE ADVOCATE GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6106265

Firm CRD# 155270

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shannon Marie O'leary offer?

Shannon Marie O'leary specializes in Financial Planning, Investment Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Shannon Marie O'leary's credentials?

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

Where is Shannon Marie O'leary located?

Shannon Marie O'leary is based in MINNETONKA, Minnesota, working with THE ADVOCATE GROUP, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Shannon Marie O'leary charge for services?

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

How large is THE ADVOCATE GROUP, LLC?

THE ADVOCATE GROUP, LLC has approximately 17 employees and manages $636M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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