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DO

Dennis G. O'malley

SPIDERROCK ADVISORS
Chicago, IL 60606
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CRD#: 5826142
DO

Professional summary


Dennis G O'malley JR, who also goes by Dennis G O Malley Jr, Dennis Gerald O'malley Jr, Denny O'malley, Dennis G Omalley, Dennis Gerald Omalley, is a registered financial advisor currently at SPIDERROCK ADVISORS, LLC located in Chicago, Illinois and BLACKROCK INVESTMENTS, LLC located in Chicago, Illinois.

Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Dennis has worked at 14 firms and has passed the Series 65, Series 63, Series 3, Series 87, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dennis G O Malley Jr | Dennis Gerald O'malley Jr | Denny O'malley | Dennis G Omalley | Dennis Gerald Omalley

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.
Top Corner Enterprises LLC; Sole proprietor LLC; Founder; E-Commerce Etsy Amazon Affiliate Marketing all non-financial; 5 hrs/month; Start Date:03-15-2023

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dennis G O'malley JR's CRS (Customer Relationship Summary).
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

June 20, 2024 - Present

SPIDERROCK ADVISORS, LLC

Office #1: 227 West Monroe Street, Chicago, IL 60606
RIA
CRD#: 171992
Chicago, IL
Current

June 21, 2024 - Present

BLACKROCK INVESTMENTS, LLC

Office #1: 227 W. Monroe Street Suite 4300, Chicago, IL 60606
BD
CRD#: 38642
CHICAGO, IL
Past

July 19, 2023 - November 1, 2023

THE INVICTUS COLLECTIVE, LLC

RIA
CRD#: 310744
PARK RIDGE, IL
Past

July 8, 2020 - May 22, 2023

ROTHSCHILD WEALTH LLC

RIA
CRD#: 162442
Chicago, IL
Past

July 8, 2020 - May 22, 2023

HALO SECURITIES, LLC

BD
CRD#: 279029
Chicago, IL
Past

November 8, 2017 - June 15, 2020

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA
CRD#: 105780
Chicago, IL
Past

November 8, 2017 - June 15, 2020

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

January 25, 2017 - November 2, 2017

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

BD
CRD#: 154559
SALT LAKE CITY, UT
Past

January 28, 2016 - November 3, 2016

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
CHICAGO, IL
Past

February 10, 2015 - January 25, 2016

CEDAR CAPITAL, LLC

RIA
CRD#: 174020
CHICAGO, IL
Past

October 31, 2014 - January 26, 2016

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Chicago, IL
Past

March 28, 2014 - January 2, 2015

GOOD HARBOR FINANCIAL

RIA
CRD#: 127351
BARRINGTON, IL
Past

January 23, 2014 - November 3, 2014

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

June 25, 2013 - December 4, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
SKOKIE, IL
Past

October 18, 2011 - December 4, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SKOKIE, IL

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".
SA
SPIDERROCK ADVISORS, LLC
SPIDERROCK ADVISORS, LLC

CRD#: 171992 / SEC#: 801-80178

RIA
Registered Investment Advisory firm - (8/20/2014 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/21/2024)
RR
Alaska
(6/21/2024)
RR
Arizona
(6/21/2024)
RR
Arkansas
(6/21/2024)
RR
California
(6/21/2024)
RR
Colorado
(6/21/2024)
RR
Connecticut
(6/21/2024)
RR
Delaware
(6/21/2024)
RR
District of Columbia
(6/21/2024)
RR
Florida
(6/21/2024)
RR
Georgia
(6/21/2024)
RR
Hawaii
(6/21/2024)
RR
Idaho
(6/21/2024)
IAR
Illinois
(6/20/2024)
RR
Illinois
(6/21/2024)
RR
Indiana
(6/21/2024)
RR
Iowa
(6/21/2024)
RR
Kansas
(6/21/2024)
RR
Kentucky
(6/21/2024)
RR
Louisiana
(6/21/2024)
RR
Maine
(6/21/2024)
RR
Maryland
(6/21/2024)
RR
Massachusetts
(6/21/2024)
RR
Michigan
(6/21/2024)
RR
Minnesota
(6/21/2024)
RR
Mississippi
(6/21/2024)
RR
Missouri
(6/21/2024)
RR
Montana
(6/21/2024)
RR
Nebraska
(6/21/2024)
RR
Nevada
(6/21/2024)
RR
New Hampshire
(6/21/2024)
RR
New Jersey
(6/21/2024)
RR
New Mexico
(6/21/2024)
RR
New York
(6/21/2024)
RR
North Carolina
(6/21/2024)
RR
North Dakota
(6/21/2024)
RR
Ohio
(6/22/2024)
RR
Oklahoma
(6/21/2024)
RR
Oregon
(6/21/2024)
RR
Pennsylvania
(6/21/2024)
RR
Puerto Rico
(6/21/2024)
RR
Rhode Island
(6/21/2024)
RR
South Carolina
(6/21/2024)
RR
South Dakota
(6/21/2024)
RR
Texas
(6/21/2024)
RR
Utah
(6/21/2024)
RR
Vermont
(6/21/2024)
RR
Virgin Islands
(6/21/2024)
RR
Virginia
(6/21/2024)
RR
Washington
(6/21/2024)
RR
West Virginia
(6/21/2024)
RR
Wisconsin
(6/21/2024)
RR
Wyoming
(6/21/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/24/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SA
SPIDERROCK ADVISORS, LLC
SPIDERROCK ADVISORS, LLC

CRD#: 171992 / SEC#: 801-80178

RIA
Registered Investment Advisory firm - (8/20/2014 Approved)
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Contact information


Main Address
227 West Monroe Suite 4300, Chicago, IL 60606
Mailing Address
Phone number
(312) 847-0300
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SPIDERROCK ADVISORS FORM ADV PART 2A (7/16/2025)

Regulatory assets under management


Total Number of Accounts3,050
AUM (Assets Under Management)$ 5,979,259,343

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.

Company Information


SPIDERROCK ADVISORS, LLC

CRD#: 171992Chicago, IL 60606

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