Ryan O'malley (CRD# 7613673) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Woodmere, OH | Aug 2022 - Current | 1 |
| Unemployed | Findlay, OH | Apr 2022 - Aug 2022 | < 1 |
| Dick's Sporting Goods | Findlay, OH | Aug 2021 - Apr 2022 | < 1 |
| Findlay Country Club | Findlay, OH | May 2021 - Aug 2021 | < 1 |
| Unemployed | Findlay, OH | Jun 2020 - May 2021 | < 1 |
| The Home Depot | Findlay, OH | Jun 2020 - Jun 2020 | < 1 |
| Unemployed | Findlay, OH | Jan 2020 - Jun 2020 | < 1 |
| Great Lakes Valet | Strongsville, OH | Jun 2018 - Jan 2020 | 1 |
| Suburban League Umpires Association | Strongsville, OH | Jun 2019 - Aug 2019 | < 1 |
| A Taste Of Excellence | Strongsville, OH | May 2019 - Aug 2019 | < 1 |
| Lakeside Financial Partners | Broadview Heights, OH | May 2018 - Aug 2018 | < 1 |
| Unemployed | Findlay, OH | Aug 2017 - May 2018 | < 1 |
| North Royalton Highschool | North Royalton, OH | Jun 2017 - Aug 2017 | < 1 |
| Unemployed | North Royalton, OH | May 1999 - Jun 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY
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