Claim Profile
OS

Omar Lewis Simmons

EXALTARE CAPITAL MANAGEMENT, LLC·MILTON, Massachusetts
Unclaimed Profile
23 HILLSIDE, MILTON, MA 02186CRD# 6892211Firm CRD# 291756
01

About

Omar Lewis Simmons is a registered financial advisor based in MILTON, Massachusetts, affiliated with EXALTARE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
EXALTARE CAPITAL MANAGEMENT, LLC
EXALTARE CAPITAL MANAGEMENT, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 6892211
Firm CRD# 291756
View on FINRA BrokerCheck →

Looking for a financial advisor in MILTON?

Browse all registered financial advisors in MILTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Omar Lewis Simmons offer?
Omar Lewis Simmons is a registered financial advisor in MILTON, Massachusetts. Contact their office for details on services offered.
What are Omar Lewis Simmons's credentials?
Omar Lewis Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Omar Lewis Simmons located?
Omar Lewis Simmons is based in MILTON, Massachusetts, working with EXALTARE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.
How large is EXALTARE CAPITAL MANAGEMENT, LLC?
EXALTARE CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty