Niall H. O'malley

BLUE POINT INVESTMENT MANAGEMENT

Baltimore, MD 21209

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CRD#: 5583293

Professional summary

Niall Huntington O'malley is a registered financial advisor currently at BLUE POINT INVESTMENT MANAGEMENT located in Baltimore, Maryland.

Niall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Niall has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MEMBER OF ADVISORY BOARD MEMBER, CFA SOCIETY BALTIMORE INVESTMENT RELATED; START DATE 06/2002 VOLUNTEER TWO HOURS A QUARTER MEMBER OF THE INVESTMENT COMMITTEE MARYLAND CENTER FOR HISTORY & CULTURE INVESTMENT RELATED; START DATE 08/2015 VOLUNTEER TWO HOURS A QUARTER MEMBER OF THE INVESTMENT COMMITTEE BOYS' LATIN SCHOOL OF MARYLAND INVESTMENT RELATED; START DATE 12/2018 VOLUNTEER TWO HOURS A QUARTER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Niall Huntington O'malley'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®

None

Experience

Current

January 29, 2014 - Present

BLUE POINT INVESTMENT MANAGEMENT

Office #1: 6115 Falls Road, Suite 101, Baltimore, MD 21209

RIA

CRD#: 148104

Baltimore, MD

Past

February 1, 2013 - November 25, 2013

BLUE POINT INVESTMENT MANAGEMENT

RIA

CRD#: 148104

BALTIMORE, MD

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

Maryland
(1/29/2014)

IAR

Texas
(11/14/2020)

IAR

Virginia
(4/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/2007

Uniform Investment Adviser Law Examination

Current Firm

BLUE POINT INVESTMENT MANAGEMENT

BLUE POINT INVESTMENT MANAGEMENT | BLUE POINT INVESTMENT MANAGEMENT, LLC

CRD#: 148104 / SEC#:

Maryland

Registered Investment Advisory firm - (10/29/2008 Approved)

Texas

Registered Investment Advisory firm - (11/12/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (4/4/2022 Approved)

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Contact information

Main Address

6115 Falls Road, Suite 101, Baltimore, MD 21209

Mailing Address

Phone number

(443) 600-8050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 73,987,062

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.

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Niall H. O'malley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Niall Huntington O'malley's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE POINT INVESTMENT MANAGEMENT

BLUE POINT INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2007

Current Firm

BLUE POINT INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE POINT INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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