Unclaimed Profile

Michael Scott Wagner

OMNIA FAMILY WEALTH, LLC·AVENTURA, Florida

SIE, Series 7, Series 66CFPClean record19 years registeredOMNIA FAMILY WEALTH, LLC

18851 NE 29TH AVENUE, AVENTURA, FL 33180CRD# 4808259Firm CRD# 170909

Profile Verification

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

Identity

Michael Scott Wagner · AVENTURA, FL

Registration

CRD #4808259 · OMNIA FAMILY WEALTH, LLC · 19 years registered

Brand Profile

Not yet started

Career History

OMNIA FAMILY WEALTH, LLC

Sep 2015 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2009 – Sep 2015

AVENTURA, FL

UBS FINANCIAL SERVICES INC.

Oct 2006 – May 2009

AVENTURA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 12, 2006

Years registered · 19

Professional designation · CFP

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 Michael Scott Wagner offer?

Michael Scott Wagner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AVENTURA, Florida for a consultation.

What are Michael Scott Wagner's credentials?

Michael Scott Wagner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Scott Wagner located?

Michael Scott Wagner 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 Michael Scott Wagner charge for services?

Michael Scott Wagner'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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