Matthew OmalleyCRD 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 3 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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