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Matthew Todd O'leary

CHATHAM INVESTMENT ADVISORS, LLC·KENNETT SQUARE, Pennsylvania
SIE, Series 24, Series 63, Series 79Clean recordCHATHAM INVESTMENT ADVISORS, LLC
235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348CRD# 6077840Firm CRD# 158802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Todd O'leary · KENNETT SQUARE, PA
Registration
CRD #6077840 · CHATHAM INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CHATHAM INVESTMENT ADVISORS, LLC
CRD 158802 · SEC 801-76819
AUM
$698M
Regulatory assets under management
Employees
3
3 client accounts
Services offered by CHATHAM INVESTMENT ADVISORS, LLC
Per Form ADV
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at CHATHAM INVESTMENT ADVISORS, LLC →
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Frequently Asked Questions

What services does Matthew Todd O'leary offer?
Matthew Todd O'leary specializes in Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Matthew Todd O'leary's credentials?
Matthew Todd O'leary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Todd O'leary located?
Matthew Todd O'leary is based in KENNETT SQUARE, Pennsylvania, working with CHATHAM INVESTMENT ADVISORS, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does Matthew Todd O'leary charge for services?
Matthew Todd O'leary's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHATHAM INVESTMENT ADVISORS, LLC?
CHATHAM INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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