Unclaimed Profile

Alon Ozer

OMNIA FAMILY WEALTH, LLC·AVENTURA, Florida

Series 65Clean record8 years registeredOMNIA FAMILY WEALTH, LLC

18851 NE 29TH AVENUE, AVENTURA, FL 33180CRD# 6887779Firm CRD# 170909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alon Ozer · AVENTURA, FL

Registration

CRD #6887779 · OMNIA FAMILY WEALTH, LLC · 8 years registered

Brand Profile

Not yet started

Career History

OMNIA FAMILY WEALTH, LLC

Sep 2018 – present

FIVE OAKS ADVISORY LLC

Feb 2018 – Aug 2018

N. Miami Beach, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 7, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OMNIA FAMILY WEALTH, LLC

CRD 170909 · SEC 801-79590

AUM

$760M

Regulatory assets under management

Employees

1,015 client accounts

Services offered by OMNIA FAMILY WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at OMNIA FAMILY WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Alon Ozer offer?

Alon Ozer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.

What are Alon Ozer's credentials?

Alon Ozer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alon Ozer located?

Alon Ozer is based in AVENTURA, Florida, working with OMNIA FAMILY WEALTH, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.

How does Alon Ozer charge for services?

Alon Ozer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OMNIA FAMILY WEALTH, LLC?

OMNIA FAMILY WEALTH, LLC has approximately 9 employees and manages $760M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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