Patrick O'Leary is an investment adviser representative (IAR) with state registration records since 2006, appearing at 2 firms. Currently registered with MERCER GLOBAL ADVISORS INC..
| Firm | From | To | Current |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | 2024-09-09 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2006-10-27 | 2024-01-08 | — |