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Steven M Bedell

OMEGA CAPITAL MANAGEMENT,LLC·FLANDERS, New Jersey
Series 7, Series 63Clean record22 years registeredOMEGA CAPITAL MANAGEMENT,LLC
268 ROUTE 206, FLANDERS, NJ 07836CRD# 2401066Firm CRD# 129167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven M Bedell · FLANDERS, NJ
Registration
CRD #2401066 · OMEGA CAPITAL MANAGEMENT,LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

OMEGA CAPITAL MANAGEMENT, LLC
Oct 2015 – present
OMEGA CAPITAL MANAGEMENT, LLC
Jan 2004 – Dec 2016
ROCKAWAY, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 29, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167 · SEC 801-120681
AUM
$113M
Regulatory assets under management
Employees
3
574 client accounts
Services offered by OMEGA CAPITAL MANAGEMENT,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OMEGA CAPITAL MANAGEMENT,LLC →
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05

Frequently Asked Questions

What services does Steven M Bedell offer?
Steven M Bedell specializes in Financial Planning, Investment Management. Contact their office in FLANDERS, New Jersey for a consultation.
What are Steven M Bedell's credentials?
Steven M Bedell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven M Bedell located?
Steven M Bedell is based in FLANDERS, New Jersey, working with OMEGA CAPITAL MANAGEMENT,LLC. Their office serves clients in the FLANDERS metropolitan area and surrounding communities.
How does Steven M Bedell charge for services?
Steven M Bedell's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OMEGA CAPITAL MANAGEMENT,LLC?
OMEGA CAPITAL MANAGEMENT,LLC has approximately 3 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
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JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
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