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Hilary Elizabeth O'MAlley

Osaic Wealth, Inc.

Brewster, MA

Brewster, MA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-08-08
  • MA RA
    APPROVED
    Since 2023-08-08

Branch Locations

2660 Main Street, Brewster, MA 02631 • United States

2660 Main Street, Brewster, MA 02631 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Prospera Financial Services, Inc. Dallas TX 10/2012 08/2018
Ameriprise Financial Services Inc Plymouth MA 08/2018 06/2023
Osaic Wealth, Inc. Westfield MA 06/2023 Present
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-19
S63 Uniform Securities Agent State Law Examination 1993-04-15
  • 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

View on SEC IAPD

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THE MONTGOMERY FINANCIAL GROUP, INC.
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MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

RYAN CHRISTMAN MICKIEWICZ
BRETT THOMAS VON FLATERN
HERBERT ELWIN MONTGOMERY
Jonathan Tyler Ambrose
SUSAN LEMIEUX
DOUGLAS EDWARD SIVCO
THOMAS PATRICK MCINTYRE
Igor D Avelar

Other Offices

CETERA INVESTMENT ADVISERS LLC · BREWSTER, MA
THE MONTGOMERY FINANCIAL GROUP, INC. · ORLEANS, MA
B. RILEY WEALTH ADVISORS, INC. · ORLEANS, MA
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. · ORLEANS, MA
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. · ORLEANS, MA
TD PRIVATE CLIENT WEALTH LLC · Orleans, MA
COMMONWEALTH FINANCIAL NETWORK · ORLEANS, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLEANS, MA

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