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MO

Marcus A. O'leary

SEABIRD INVESTMENT PARTNERS
San Diego, CA 92122
Some features on this profile are disabled
CRD#: 7821780
MO

Professional summary

Marcus Andres O'leary is a registered financial advisor currently at SEABIRD INVESTMENT PARTNERS located in San Diego, California.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Marcus has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Marcus Andres 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

October 27, 2023 - Present

SEABIRD INVESTMENT PARTNERS

Office #1: 9191 Towne Centre Dr., Ste. 575, San Diego, CA 92122
RIA
CRD#: 284125
San Diego, CA

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".
SI
SEABIRD INVESTMENT PARTNERS
ARCH PEREGOFF, INC. | SEABIRD INVESTMENT PARTNERS | SEABIRD FINANCIAL CORPORATION | SEABIRD FINANCIAL

CRD#: 284125 / SEC#: 801-107954

RIA
Registered Investment Advisory firm - (6/8/2016 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
California
(10/27/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2023
Uniform Investment Adviser Law Examination

Current Firm

SI
SEABIRD INVESTMENT PARTNERS
ARCH PEREGOFF, INC. | SEABIRD INVESTMENT PARTNERS | SEABIRD FINANCIAL CORPORATION | SEABIRD FINANCIAL

CRD#: 284125 / SEC#: 801-107954

RIA
Registered Investment Advisory firm - (6/8/2016 Approved)
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Contact information

Main Address
9191 Towne Centre Drive Suite 575, San Diego, CA 92122
Mailing Address
Phone number
(858) 457-7707
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 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

SEABIRD ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts270
AUM (Assets Under Management)$ 354,355,170

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

SEABIRD INVESTMENT PARTNERS

CRD#: 284125San Diego, CA 92122

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