Matthew Omalley, financial advisor Chicago IL
89 score

Matthew Omalley

CRD Number: 5983594
Current Firm: Charles Schwab & Company, Inc.

Matthew Omalley (CRD# 5983594) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Chicago, IL Mar 2015 - Current 1
Charles Schwab & Company, Inc. Chicago, IL Aug 2013 - Current 3
1st Signature Lending LLC Noblesville, IN Apr 2013 - Jul 2013 < 1
Total Quality Logistics Indianapolis, IN Oct 2012 - Apr 2013 < 1
American Equity Mortgage, Inc. Indianapolis, IN Dec 2011 - Oct 2012 < 1
Northwestern Mutual Financial Network Bloomington, IN Aug 2011 - Dec 2011 < 1
Indiana University Bloomington, IN May 2007 - Dec 2011 4
Big Reg Liquors Bloomington, IN May 2011 - Jul 2011 < 1
Indiana Office Of Community And Rural Affairs Indianapolis, IN May 2010 - Aug 2010 < 1
Sterling Cleaners Indianapolis, IN May 2009 - Aug 2009 < 1
Msd Of Pike Township Indianapolis, IN May 2008 - Aug 2009 1
United Parcel Service Indianapolis, IN May 2008 - Aug 2008 < 1
Msd Of Pike Township Indianapolis, IN May 2007 - Aug 2007 < 1
Sahm Aquatic Center Indianapolis, IN May 2007 - Aug 2007 < 1
Cathedral High School Indianapolis, IN Jan 2005 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Matthew C. Omalley
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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