Hilary O'malley
Hilary O'malley is a registered investment advisor at Osaic Wealth, INC., based in Brewster, MA, with 32 years of industry experience. Hilary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2660 Main Street, Brewster, MA, 02631
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2011Customer Dispute
January 2006Customer Dispute
September 2002Customer Dispute
July 2000Other Business ActivitiesSells Insurance
Hilary is an investment advisor representative and sole proprietor at Wealth Technology Group, dedicating full-time hours to sales/marketing of securities, investment advisory, and insurance products. Hilary also works as an agent for Wealth Technology Group/Fixed Insurance, spending minimal time on sales/marketing of fixed annuities and non-variable insurance, and is a 50% owner and silent partner in Sadie H. Kim LLC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLCBroker
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Dean Witter Reynolds INC.Broker
H.C. Wainwright & CO., INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.