Hilary Elizabeth O'MAlley

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2012 → 08/2018
  Prospera Financial Services, Inc.
  Dallas, TX
• 08/2018 → 06/2023
  Ameriprise Financial Services Inc
  Plymouth, MA
• 06/2023 → Present
  Osaic Wealth, Inc.
  Westfield, MA

Previous Registrations

• 2012-12-11 → 2018-08-28
  Prospera Financial Services, Inc.
  Dallas, TX
  Dallas, TX
  Plymouth, MA
• 2011-02-28 → 2012-10-12
  Wells Fargo Clearing Services, Llc
  Hyannis, MA

Other Businesses

1. WEALTH TECHNOLOGY GROUP POSITION: investment advisor representative NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/09/2023 ADDRESS: 130 South Hampton Rd, Westfield MA 01085, United States DESCRIPTION: Sale/marketing of securities, investment advisory and insurance products 2. WEALTH TECHNOLOGY GROUP/FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/09/2023 ADDRESS: 130 Southhampton Rd, Westfield MA 01085, United States DESCRIPTION: sales/marketing of fixed annuities and non variable insurance 3. SADIE H. KIM POSITION: 50% owner and silent partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2024 ADDRESS: 42 Blue Heron Landing, Harwich MA 02645, United States DESCRIPTION: My son Ryan OMalley runs the business, I provided some of the funds to start the business 4. LIFEX RESEARCH CORP POSITION: Taking monthly survey NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 42 Blue Heron Landing, Harwich MA 02645, United States DESCRIPTION: To take one survey each month this will enable me to be a part of a group health insurance plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-19
• S63 Uniform Securities Agent State Law Examination
  1993-04-15

Other Names

• Hilary Elizabeth Vaillancourt
• Hilary Vaillancourt
• Hilary Elizabeth Omalley
• Hilary Elizabeth O'MAlley