Ryan Omalley
Professional summary
Ryan Omalley, who also goes by Ryan O'malley, is a registered financial advisor currently at DUCENTA SQUARED ASSET MANAGEMENT located in El Segundo, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Omalley's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2024 - Present
DUCENTA SQUARED ASSET MANAGEMENT
Office #1: 2240 E. Maple Ave, El Segundo, CA 90245September 7, 2016 - February 27, 2023
SAGE ADVISORY SERVICES LTD CO
Primary Firm SEC Registration
DUCENTA SQUARED ASSET MANAGEMENT
CRD#: 308920 / SEC#: 801-118857
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2024)
Exams
Current Firm
DUCENTA SQUARED ASSET MANAGEMENT
CRD#: 308920 / SEC#: 801-118857
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 467 |
| AUM (Assets Under Management) | $ 3,168,066,076 |
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.
