John Daniel Omalley

Employer firm

Eastgate Capital Advisors LLC CRD 220511

$271M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Eastgate Capital Advisors, Llc
  Winnetka, IL
• 02/2012 → Present
  Steven Spector Llc
  Chicago, IL

Other Businesses

MR. O'MALLEY IS ENGAGE TIME AND OR PART TIME AS AN ATTORNEY IN THE OFFICE OF STEVEN SPECTOR LLC 150 S. WACKER DRIVE, SUITE 2325 CHICAGO, IL 60606 02/2012 STEVEN SPECTOR LLC IS AN ACCOUNTING, TAX, AND LEGAL SERVICES FIRM. MR. O'MALLEY ACTS AS AN ATTORNEY AND COUNSEL ON TAX, ACCOUNTING, ESTATE PLANNING AND VARIOUS LEGAL MATTERS. HOURS WILL VARY AS EASTGATE CAPITAL ADVISORS LLC BUILDS BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-15

Other Names

• John Omalley