Investment adviser representative · Mercer Global Advisors Inc.
Patrick O'Leary
CRD 4207953 · Denver, CO
At a glance
Patrick O'Leary is an investment adviser representative with Mercer Global Advisors Inc. in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2006, about 19 years ago.
Current advisory firm
- Mercer Global Advisors Inc.Since September 2024Denver, CO · $84B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.