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Timothy A. O'leary

MANNING & NAPIER ADVISORS
West Chester, PA
Some features on this profile are disabled
CRD#: 2876173
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Professional summary

Timothy Alan O'leary, who also goes by Timothy Alan Oleary, is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in West Chester, Pennsylvania and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Timothy has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy Alan Oleary

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Alan O'leary's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 5, 2023 - Present

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
West Chester, PA
Current

December 5, 2023 - Present

MANNING & NAPIER INVESTOR SERVICES, INC.

Office #1: 290 Woodcliff Drive, Fairport, NY 14450
BD
CRD#: 26266
Fairport, NY
Past

March 30, 2022 - November 28, 2023

SEI INVESTMENTS MANAGEMENT CORP

RIA
CRD#: 105146
OAKS, PA
Past

March 30, 2022 - November 28, 2023

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

February 4, 2021 - February 22, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Wilmington, DE
Past

February 4, 2021 - February 22, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WILMINGTON, DE
Past

August 16, 2012 - August 7, 2020

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
WEST CHESTER, PA
Past

April 25, 2012 - August 7, 2020

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

October 17, 1997 - April 10, 2012

CALVERT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 37527
BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M&
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS INC | MANNING & NAPIER ADVISORS, LLC

CRD#: 105992 / SEC#: 801-10733

RIA
Registered Investment Advisory firm - (6/4/1975 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(6/13/2024)
RR
New Jersey
(6/13/2024)
RR
New York
(12/5/2023)
IAR
New York
(12/5/2023)
RR
Pennsylvania
(12/5/2023)
IAR
Pennsylvania
(12/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/14/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/16/1997
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

M&
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS INC | MANNING & NAPIER ADVISORS, LLC

CRD#: 105992 / SEC#: 801-10733

RIA
Registered Investment Advisory firm - (6/4/1975 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
290 Woodcliff Drive, Fairport, NY 14450
Mailing Address
Phone number
(585) 325-6880
Established
Firm type
Fiscal year end
# of Employees
200

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MNA ADV PART 2A WEALTH MANAGEMENT (9/12/2025)
MNA WM ENVESTNET FORM ADV PART 2A (9/12/2025)
MNA PART 2A ASSET MANAGEMENT (6/18/2025)

Regulatory assets under management

Total Number of Accounts4,279
AUM (Assets Under Management)$ 18,406,580,736

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/23/2024
Cover Page
Report
12/21/2023
Cover Page
Report
11/21/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MANNING & NAPIER ADVISORS, LLC

CRD#: 105992West Chester, PA

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