RO
Robyn K. O'halloran
CHICAGO CAPITAL MANAGEMENT ADVISORS
LISLE, IL 60532
Some features on this profile are disabled
CRD#: 4938816
RO
Professional summary
Robyn Kennedy O'halloran, who also goes by Robyn Louise Kennedy, is a registered financial advisor currently at CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC located in Lisle, Illinois.
Robyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Robyn has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robyn Louise Kennedy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BUSINESS ADDRESS: HEARTLAND BUSINESS SYSTEMS, 5400 PATTON DR., LISLE, IL 60532; INVESTMENT RELATED: NO; TITLE: SALES CONSULTANT; START DATE: 01/2010; NATURE OF BUSINESS: TECHNOLOGY SOLUTIONS AND ENGINEERING SERVICES; # OF HOURS/MONTH: 160; # HOURS/TRADING HOURS: 6 HOURS; BRIEF DESCRIPTION OF DUTIES: SALES MANAGER
BUSINESS ADDRESS: CCMA 4722 MAIN ST., LISLE, IL 60532; INVESTMENT RELATED: YES; TITLE: MANAGING MEMBER; START DATE: 04/2005; NATURE OF BUSINESS: ADVISORY FIRM; # OF HOURS/MONTH: 2; # HOURS/TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR
CRS (Client Relationship Summary) - RIA
Click below to view Robyn Kennedy O'halloran's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 12, 2005 - Present
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
Office #1: 4722 Main Street, Lisle, IL 60532Office #2: 4722 Main Street, Lisle, IL 60532RIA
CRD#: 123483
LISLE, IL
Past
August 5, 2025 - September 29, 2025
AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.
RIA
CRD#: 299547
WHITING, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | CHICAGO MANAGEMENT ADVISORS, INC
CRD#: 123483 / SEC#: 801-130438
RIA
Registered Investment Advisory firm - (6/12/2024 Approved)Arizona
Registered Investment Advisory firm - (10/23/2024 Terminated)California
Registered Investment Advisory firm - (11/22/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)Florida
Registered Investment Advisory firm - (10/23/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/23/2024 Terminated)Indiana
Registered Investment Advisory firm - (11/1/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/25/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/10/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)New York
Registered Investment Advisory firm - (9/30/2004 Cancelled)North Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Oregon
Registered Investment Advisory firm - (10/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2024 Terminated)Texas
Registered Investment Advisory firm - (10/23/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (10/23/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/12/2005)
Current Firm
CC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC | CHICAGO MANAGEMENT ADVISORS, INC
CRD#: 123483 / SEC#: 801-130438
RIA
Registered Investment Advisory firm - (6/12/2024 Approved)Arizona
Registered Investment Advisory firm - (10/23/2024 Terminated)California
Registered Investment Advisory firm - (11/22/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/24/2024 Terminated)Florida
Registered Investment Advisory firm - (10/23/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/23/2024 Terminated)Indiana
Registered Investment Advisory firm - (11/1/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/25/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/10/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/4/2024 Terminated)New York
Registered Investment Advisory firm - (9/30/2004 Cancelled)North Carolina
Registered Investment Advisory firm - (10/25/2024 Terminated)Oregon
Registered Investment Advisory firm - (10/23/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2024 Terminated)Texas
Registered Investment Advisory firm - (10/23/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (10/23/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4722 Main Street, Lisle, IL 60532
Mailing Address
Phone number
(630) 241-1122
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 560 |
| AUM (Assets Under Management) | $ 122,346,642 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
