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Michael J Leary

Piper Sandler & Co.

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About Michael J Leary

Michael J. Leary is a financial professional with over 20 years of experience in the industry. Leary is currently registered with Piper Sandler & Co. and is licensed to provide investment advice in 13 states. Prior to joining Piper Sandler & Co., Leary held positions at McDonald Investments Inc. and FleetBoston Robertson Stephens Inc. Leary holds the Series 7 and Series 63 licenses.

Firm Information

Michael Leary is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Leary’s Registration & Firm History

MA

07/31/2019 - Present

Piper Sandler & Co. (Boston MA)

OH

01/06/2000 - 09/15/2006

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

CA

02/13/1997 - 01/13/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael J Leary.
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