Paul O'Leary
Unconventional Investor · Portsmouth, New Hampshire
Paul O'Leary is a fee-only financial advisor at Unconventional Investor in Portsmouth, New Hampshire. Unconventional Investor reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Unconventional Investor |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $302.5M across 359 accounts |
| SEC registration | Investment adviser representative in NH · CRD 1691967 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.unconventionalinvestor.com |
How Paul's firm compares
- Unconventional Investor's average account is about $843,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Paul
Is Paul O'Leary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Unconventional Investor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Unconventional Investor, reports charging a percentage of assets on its SEC Form ADV.
Where is Paul O'Leary based?
Paul O'Leary is based in Portsmouth, New Hampshire.
Is Paul O'Leary registered with the SEC?
Yes. Paul O'Leary is registered as an investment adviser representative in NH (CRD 1691967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Unconventional Investor manage?
Unconventional Investor reports $302.5M across 359 accounts in assets under management.
How do I contact Paul O'Leary?
Through Paul's website, www.unconventionalinvestor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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