AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

James Gregory Colitsas

OMNI 360 WEALTH, INC.·PLAINSBORO, New Jersey
SIE, Series 7, Series 63, Series 65Clean record19 years registeredOMNI 360 WEALTH, INC.
777 SCUDDER MILLS RD, PLAINSBORO, NJ 08540CRD# 4113918Firm CRD# 124878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Gregory Colitsas · PLAINSBORO, NJ
Registration
CRD #4113918 · OMNI 360 WEALTH, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

OMNI 360 WEALTH, INC.
Jan 2013 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Dec 2012
PRINCETON, NJ
RAYMOND JAMES FINANCIAL SERVICES
Nov 2006 – Jan 2009
PRINCETON, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · November 20, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OMNI 360 WEALTH, INC.
CRD 124878 · SEC 801-121387
AUM
$249M
Regulatory assets under management
Employees
4
620 client accounts
Services offered by OMNI 360 WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OMNI 360 WEALTH, INC. →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLAINSBORO?

Browse all registered financial advisors in PLAINSBORO, New Jersey or claim this profile if it's yours.

Browse PLAINSBORO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Gregory Colitsas offer?
James Gregory Colitsas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are James Gregory Colitsas's credentials?
James Gregory Colitsas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gregory Colitsas located?
James Gregory Colitsas is based in PLAINSBORO, New Jersey, working with OMNI 360 WEALTH, INC.. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does James Gregory Colitsas charge for services?
James Gregory Colitsas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OMNI 360 WEALTH, INC.?
OMNI 360 WEALTH, INC. has approximately 4 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at OMNI 360 WEALTH, INC.

Linda Jayne Farinola
PLAINSBORO, NJ
Neel Girish Shah
PLAINSBORO, NJ

More Advisors in PLAINSBORO, New Jersey

Jack C Yuen
EVERGREEN CAPITAL ASSOCIATES LLC·PLAINSBORO, NJ
Abdulaziz Shroff
SNC WEALTH MANAGEMENT LLC·PLAINSBORO, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile