Unclaimed Profile

Donald Jay Oleary

SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC·SEATTLE, Washington

SIE, Series 7, Series 63, Series 65Clean record15 years registeredSEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

1420 5TH AVENUE, SEATTLE, WA 98101CRD# 1227798Firm CRD# 154461

Profile Verification

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

Identity

Donald Jay Oleary · SEATTLE, WA

Registration

CRD #1227798 · SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

D.A. DAVIDSON & CO.

Aug 2016 – Dec 2019

SEATTLE, WA

PIPER JAFFRAY INVESTMENT MANAGEMENT, LLC

Jul 2013 – Aug 2016

PORTLAND, OR

SNW ASSET MANAGEMENT, LLC

May 2011 – Aug 2013

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 13, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESCO MANAGED ACCOUNTS, LLC

CRD 154461 · SEC 801-61716

AUM

$17.5B

Regulatory assets under management

Employees

7,462 client accounts

Services offered by INVESCO MANAGED ACCOUNTS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INVESCO MANAGED ACCOUNTS, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Jay Oleary offer?

Donald Jay Oleary specializes in Investment Management, Wealth Management.

What are Donald Jay Oleary's credentials?

Donald Jay Oleary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Jay Oleary located?

Donald Jay Oleary is based in SEATTLE, Washington, last registered with SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC.

How does Donald Jay Oleary charge for services?

Donald Jay Oleary'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 SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC?

SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC has approximately 55 employees and manages $17.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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