Andrew W Omalley

Employer firm

Independence Square Holdings, LLC CRD 300139

$1.83B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2013 → 07/2020
  Pnc Investments Llc
  Pittsburgh, PA
• 07/2020 → Present
  Lpl Financial Llc
  King Of Prussia, PA
• 07/2020 → Present
  Independence Square Holdings, Llc
  King Of Prussia, PA

Previous Registrations

• 2013-10-29 → 2020-08-03
  Pnc Wealth Management Llc
  Willow Grove, PA
  Glenside, PA
  Abington, PA
  Flourtown, PA
• 2011-02-11 → 2011-02-11
  Morgan Stanley
  Philadelphia, PA

Other Businesses

1. 7/24/2020 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/24/2020 - Sidney Tyler Trust #7 - Investment Related - 123 S. Broad St. Philadelphia, PA - Act in a Fiduciary Capacity - Trustee - Started 1917 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1% - Family trust. 3. 7/24/2020 - Sidney Tyler Trust #6 - Investment Related - 123 S. Broad St. Philadelphia, PA - Act in a Fiduciary Capacity - Co-Trustee - Started 1917 - 2 Hours Per Month/1 Hours During Securities Trading - Time Spent 1% - Family trust. 4. 9/3/2020 - Independence Square Holdings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started July 2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independence Square Holdings, LLC, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-29
• S63 Uniform Securities Agent State Law Examination
  1996-10-04

Designations

• Certified Financial Planner

Other Names

• Andrew Wheeles Omolley
• Andrew Wheeler Omalley
• Andrew Wheeler O'MAlley
• Andrew W Omalley
• Andrew W O'MAlley