Felicia Omalley, financial advisor Winnetka IL
93 score

Felicia Omalley

CRD Number: 1047573
Current Firm: Eastgate Capital Advisors LLC

Felicia Omalley (CRD# 1047573) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Eastgate Capital Advisors LLC Chicago, IL Dec 2016 - Current 1
Charles Schwab & Company, Inc. Winnetka, IL Aug 2010 - Nov 2016 6
Charles Schwab Bank Winnetka, IL Aug 2010 - Nov 2016 6
Unemployed Winnetka, IL Jul 1995 - Aug 2010 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Felicia D. Omalley
Phone Number: 312-690-4900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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