William Patrick Omalley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 1990, <1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE AND ANNUITIES; 2. NAME OF OTHER BUSINESS: GOOD SHEPHERD CHURCH ; INVESTMENT RELATED: NO; ADDRESS: 525 63RD ST. DOWNERS GROVE, IL 60515; NATURE OF BUSINESS: RELIGIOUS; START DATE: 11/2021; POSITION/TITLE/RELATIONSHIP: SECRETARY OF ENDOWMENT COMMITTEE ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: TAKE QUARTERLY MEETING MINUTES, VOTE ON ISSUES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-09
• S63 Uniform Securities Agent State Law Examination
  1979-12-14

Other Names

• Bill Omalley
• William Patrick Omalley
• William Patrick O`MAlley