Unclaimed Profile

Diana C Torre

OMNIA FAMILY WEALTH, LLC·AVENTURA, Florida

SIE, Series 7, Series 63, Series 66Clean record28 years registeredOMNIA FAMILY WEALTH, LLC

18851 NE 29TH AVENUE, AVENTURA, FL 33180CRD# 2390481Firm CRD# 170909

Profile Verification

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

Identity

Diana C Torre · AVENTURA, FL

Registration

CRD #2390481 · OMNIA FAMILY WEALTH, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OMNIA FAMILY WEALTH, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2009 – Sep 2015

AVENTURA, FL

UBS FINANCIAL SERVICES INC.

Jun 2007 – May 2009

AVENTURA, FL

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – May 2007

AVENTURA, FL

MORGAN STANLEY

Dec 1997 – Apr 2007

AVENTURA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · December 22, 1997

Years registered · 28

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 Diana C Torre offer?

Diana C Torre specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Diana C Torre's credentials?

Diana C Torre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diana C Torre located?

Diana C Torre is based in AVENTURA, Florida, last registered with OMNIA FAMILY WEALTH, LLC.

How does Diana C Torre charge for services?

Diana C Torre'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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