Christopher M. O'leary

UNCONVENTIONAL INVESTOR

Charlotte, NC

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CRD#: 7092273

Professional summary

Christopher Matthew O'leary, CFP®, who also goes by Matt O'leary, is a registered financial advisor currently at UNCONVENTIONAL INVESTOR, LLC located in Charlotte, North Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt O'leary

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.

3/2019 - Present - As a per diem/part time contractor, Mr. O'Leary will be working for Worx Machinery to provide training and support for projects involving Keyence laser markers. He expects to spend 3-5 days per month working in this capacity, generally during securities trading hours. Services provided from residential address.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Matthew 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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 31, 2022 - Present

UNCONVENTIONAL INVESTOR, LLC

RIA

CRD#: 317333

Charlotte, NC

Past

March 30, 2019 - May 10, 2022

UNCONVENTIONAL INVESTOR, LLC

RIA

CRD#: 143510

Charlotte, NC

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".

UNCONVENTIONAL INVESTOR, LLC

CRD#: 317333 / SEC#: 801-123588

RIA

Registered Investment Advisory firm - (3/31/2022 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/31/2022)

IAR

Texas
(3/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/6/2019

Uniform Investment Adviser Law Examination

Current Firm

UNCONVENTIONAL INVESTOR, LLC

CRD#: 317333 / SEC#: 801-123588

RIA

Registered Investment Advisory firm - (3/31/2022 Approved)

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Contact information

Main Address

Portsmouth, NH

Mailing Address

P.o. Box 1119, Portsmouth, NH 03802

Phone number

(415) 235-3729

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	418
AUM (Assets Under Management)	$ 267,433,274

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.

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Christopher M. O'leary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Matthew O'leary's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNCONVENTIONAL INVESTOR, LLC

UNCONVENTIONAL INVESTOR, LLC

Primary Firm SEC Registration

UNCONVENTIONAL INVESTOR, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/2019

Current Firm

UNCONVENTIONAL INVESTOR, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNCONVENTIONAL INVESTOR, LLC

TRUST BUT VERIFY

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