Unclaimed Profile

Donald Jay Oleary

SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC·SEATTLE, Washington

SEATTLE-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

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Donald Jay Oleary is a registered financial advisor based in SEATTLE, Washington, affiliated with SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

INVESCO MANAGED ACCOUNTS, LLC

AUM

$17.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESCO MANAGED ACCOUNTS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1227798

Firm CRD# 154461

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Jay Oleary offer?

Donald Jay Oleary specializes in Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

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, working with SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

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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