Investment adviser representative · Thepartners Wealth Management
Lonnie G. Ogulnick
CRD 3078454 · Carmel By The Sea, CA
At a glance
Lonnie G. Ogulnick is an investment adviser representative with Thepartners Wealth Management in Carmel By The Sea, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lonnie’s SEC record dates to 2004, about 22 years ago.
Current advisory firm
- Thepartners Wealth ManagementSince December 2025Carmel By The Sea, CA · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Lonnie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Sonja M. EliaCarmel By The Sea · Chartered Financial Consultant
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