RO
RO

Richard Michael Oleary

29 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

221 Delta Court, Ste. 2, Tallahassee, FL, 32303

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard is a managing partner of Red Hills Capital, a Florida RIA, dedicating nearly full-time hours to portfolio selection, performance analysis, and business operations. He is also a managing partner of Botfly Investments, LLC, investing in real estate and dedicating minimal time to this activity.

Employment History
Current Registrations
Shearson Financial Services, LLCBroker
September 2001 - Present · 24 yrs 5 mos
Red Hills Capital, LLC
August 2001 - Present · 24 yrs 6 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
March 1997 - June 2001 · 4 yrs 3 mos
Quest Capital Strategies, INC.Broker
September 1996 - March 1997 · 6 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Richard Michael Oleary - Financial Advisor | TrueAdvisor