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Daniel Oleary

Cantor Fitzgerald & Co.

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About Daniel Oleary

Daniel Oleary is a financial professional licensed in Florida and New York. Daniel holds the Series 7TO, Series 99TO and SIE licenses. Daniel works with clients as a registered representative of Cantor Fitzgerald & Co., a full-service broker-dealer.

Firm Information

Daniel Oleary is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

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.

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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Daniel Oleary’s Registration & Firm History

FL

03/20/2021 - Present

Cantor Fitzgerald & Co. (Jacksonville FL)

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Licenses & Designations

BC

Issued 04/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/20/2021

Series 99TO - Operations Professional Examination

BC

Issued 02/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Oleary.
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