Ryan Michael O'malley
Investment adviser representative at Strategic Advisers LLC
27 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- UnemployedApr 2022 to Aug 2022
- Dick's Sporting GoodsAug 2021 to Apr 2022
- Findlay Country ClubMay 2021 to Aug 2021
- The Home DepotJun 2020 to Jun 2020
- UnemployedJan 2020 to May 2021
- Suburban League Umpires AssociationJun 2019 to Aug 2019
- A Taste of ExcellenceMay 2019 to Aug 2019
- Great Lakes ValetJun 2018 to Jan 2020
- Lakeside Financial PartnersMay 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- North Royalton HighschoolJun 2017 to Aug 2017
- UnemployedMay 1999 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7613673
- Firm CRD
- 104555