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Constance Maria Oleary

Loop Capital Markets LLC

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About Constance Maria Oleary

Constance Maria Oleary is a financial advisor registered with Loop Capital Markets LLC and has been in the industry since February 13, 2001. Constance has held previous positions with firms including Berenberg Capital Markets LLC, SidotI & Company, LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, Bear, Stearns & Co. Inc. and Oppenheimer & Co., Inc.. Constance is licensed in New York and Illinois.

Firm Information

Constance Oleary is currently registered with Loop Capital Markets LLC. Loop Capital Markets LLC is a Limited Liability Company formed on June 1, 2004. The firm provides a range of advisory services, including transition management services, equity research services, and security ratings. It serves a variety of client types, including corporations, state or municipal government entities, other investment advisors, and pension plans. The firm is registered with the Securities and Exchange Commission and is licensed to conduct business in all 50 states.

Not reported

Assets Under Management

15

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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transition management services/equity research services

Transition management services/equity research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Negotiated fees for research services

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Constance Oleary’s Registration & Firm History

NY

01/19/2023 - Present

Loop Capital Markets LLC (NEW YORK NY)

NY

05/17/2021 - 06/13/2022

BERENBERG CAPITAL MARKETS LLC (NEW YORK NY)

NY

06/01/2005 - 03/01/2021

SIDOTI & COMPANY, LLC (NEW YORK NY)

MO

07/01/2003 - 12/31/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

06/01/2001 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

05/01/1997 - 09/07/1999

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

02/05/1997 - 04/04/1997

OPPENHEIMER & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Constance Maria Oleary.
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