AdvisorOS Directory
Claim Profile
Unclaimed Profile
JO

John Daniel Omalley

EASTGATE CAPITAL ADVISORS LLC·WINNETKA, Illinois
Series 3, Series 65Clean record11 years registeredEASTGATE CAPITAL ADVISORS LLC
560 GREEN BAY ROAD, WINNETKA, IL 60093CRD# 2287425Firm CRD# 220511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Daniel Omalley · WINNETKA, IL
Registration
CRD #2287425 · EASTGATE CAPITAL ADVISORS LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

EASTGATE CAPITAL ADVISORS LLC
Jun 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · June 11, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EASTGATE CAPITAL ADVISORS LLC
CRD 220511 · SEC 801-130038
AUM
$133M
Regulatory assets under management
Employees
5
203 client accounts
Services offered by EASTGATE CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at EASTGATE CAPITAL ADVISORS LLC →
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WINNETKA?

Browse all registered financial advisors in WINNETKA, Illinois or claim this profile if it's yours.

Browse WINNETKA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Daniel Omalley offer?
John Daniel Omalley specializes in Financial Planning, Investment Management. Contact their office in WINNETKA, Illinois for a consultation.
What are John Daniel Omalley's credentials?
John Daniel Omalley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Omalley located?
John Daniel Omalley is based in WINNETKA, Illinois, working with EASTGATE CAPITAL ADVISORS LLC. Their office serves clients in the WINNETKA metropolitan area and surrounding communities.
How does John Daniel Omalley charge for services?
John Daniel Omalley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EASTGATE CAPITAL ADVISORS LLC?
EASTGATE CAPITAL ADVISORS LLC has approximately 5 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in WINNETKA, Illinois

Janet Marie Tussing
ALBANESE HEMSLEY & TUSSING LTD·WINNETKA, IL
Nancy Johnson Jones
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC·WINNETKA, IL
Daniel Irwin Warsh
WARBERG ASSET MANAGEMENT LLC·WINNETKA, IL
John Albanese
ALBANESE HEMSLEY & TUSSING LTD·WINNETKA, IL
Tanya Tussing
ALBANESE HEMSLEY & TUSSING LTD·WINNETKA, IL
William George Hart
HARTLINE INVESTMENT CORP.·WINNETKA, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile