Kathleen M. O'marro
Professional summary
Kathleen Murphy O'marro, who also goes by Kathleen Murphy Abkemeier, is a registered financial advisor currently at SAPIENT CAPITAL LLC located in Indianapolis, Indiana.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kathleen has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Murphy O'marro's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 18, 2024 - Present
SAPIENT CAPITAL LLC
Office #1: 401 Pennsylvania Pkwy Suite 100, Indianapolis, IN 46280May 18, 2015 - March 17, 2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED
March 16, 2015 - March 17, 2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Primary Firm SEC Registration
SAPIENT CAPITAL LLC
CRD#: 324899 / SEC#: 801-127298
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/18/2024)
Exams
Current Firm
SAPIENT CAPITAL LLC
CRD#: 324899 / SEC#: 801-127298
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,947 |
| AUM (Assets Under Management) | $ 11,439,805,300 |
Red Flags
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