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Dennis M. O'leary

GREENWAY FINANCIAL ADVISORS
BOSTON, MA
Some features on this profile are disabled
CRD#: 5067051
DO

Professional summary

Dennis Michael O'leary, CFP® is a registered financial advisor currently at GREENWAY FINANCIAL ADVISORS LLC located in Boston, Massachusetts.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Dennis has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Dennis Michael O'leary's 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®
CFP®

Certified Financial Planner

Start date: 2003

Experience

Current

July 11, 2013 - Present

GREENWAY FINANCIAL ADVISORS LLC

RIA
CRD#: 168353
BOSTON, MA
Past

December 2, 2005 - December 9, 2013

JAMES MCCUSKER & ASSOCIATES

RIA
CRD#: 127249
BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR
California
(3/16/2022)
IAR
Massachusetts
(7/11/2013)
IAR
New Hampshire
(3/29/2022)

Exams

Current Firm

GF
GREENWAY FINANCIAL ADVISORS LLC
GREENWAY FINANCIAL ADVISORS | O'LEARY, DENNIS MICHAEL | GREENWAY FINANCIAL ADVISORS, LLC | GREENWAY FINANCIAL ADVISORS LLC

CRD#: 168353 / SEC#:

California
Registered Investment Advisory firm - (3/16/2022 Approved)
Massachusetts
Registered Investment Advisory firm - (7/11/2013 Approved)
New Hampshire
Registered Investment Advisory firm - (3/29/2022 Approved)
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Contact information

Main Address
2 Burlington Woods Drive, Suite 100, Burlington, MA 01803
Mailing Address
Phone number
(339) 234-9098
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts270
AUM (Assets Under Management)$ 107,101,866

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

GREENWAY FINANCIAL ADVISORS LLC

CRD#: 168353Boston, MA

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