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Financial ADVSR advisor directory · SEC adviser records

Omnia Family Wealth, LLC financial advisors in Aventura, FL

Every SEC-registered investment adviser representative at a Omnia Family Wealth, LLC office in Aventura, A to Z.

The short answer

5 registered advisors work at Omnia Family Wealth, LLC in Aventura, out of 5 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Omnia Family Wealth, LLC advisors in Aventura, A to Z

Every Omnia Family Wealth, LLC advisor →

Omnia Family Wealth, LLC advisors in every city and state →Omnia Family Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Aventura

All Aventura advisors →

Morgan Stanley 105Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Wells Fargo Clearing Services, LLC 16Activest Wealth Management, LLC 11Citigroup Global Markets Inc. 8J.P. Morgan Securities LLC 8Evolution Wealth Advisors, LLC 7Charles Schwab & Co., Inc. 6Hsbc Securities (USA) Inc. 6Cv Advisors LLC 5J. Safra Asset Management Corporation 4LPL Financial LLC 4

Questions

How many financial advisors does Omnia Family Wealth, LLC have in Aventura?

5 investment adviser representatives are registered at Omnia Family Wealth, LLC offices in Aventura, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Omnia Family Wealth, LLC one of the largest advisor employers in Aventura?

Omnia Family Wealth, LLC ranks number 11 in Aventura by registered advisors; Morgan Stanley has the most, with 105.

How do I check a Omnia Family Wealth, LLC advisor in Aventura?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Omnia Family Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.