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David James Oleary

AER ADVISORS, INC.·NORTH HAMPTON, New Hampshire
Unclaimed Profile
155 LAFAYETTE ROAD, NORTH HAMPTON, NH 03862CRD# 1205651Firm CRD# 128515
01

About

David James Oleary is a registered financial advisor based in NORTH HAMPTON, New Hampshire, affiliated with AER ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
AER ADVISORS, INC.
AER ADVISORS, INC.
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AER ADVISORS, INC. →
Services
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1205651
Firm CRD# 128515
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David James Oleary offer?
David James Oleary specializes in Investment Management. Contact their office in NORTH HAMPTON, New Hampshire for a consultation.
What are David James Oleary's credentials?
David James Oleary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Oleary located?
David James Oleary is based in NORTH HAMPTON, New Hampshire, working with AER ADVISORS, INC.. Their office serves clients in the NORTH HAMPTON metropolitan area and surrounding communities.
How does David James Oleary charge for services?
David James Oleary's firm is compensated through percentage of aum, fixed fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AER ADVISORS, INC.?
AER ADVISORS, INC. has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH HAMPTON
Carol Ayn Oleary — AER ADVISORS, INC.Janine Lynne Cohen — AER ADVISORS, INC.Thomas Joseph Steffanci — AER ADVISORS, INC.Shawn Damien Mcloughlin — AER ADVISORS, INC.Joel Darren Plasco — AER ADVISORS, INC.
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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