Omar Bhangia (CRD# 5985156) is an Investment Advisor Representative working at Fifth Third Wealth Advisors LLC in Naples, FL and has 1 year of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Wealth Advisors LLC | Naples, FL | Nov 2021 - Current | 2 |
| Us Bank Wealth Management | Naples, FL | Mar 2018 - Nov 2021 | 3 |
| Pnc | Naples, FL | Oct 2016 - Mar 2018 | 1 |
| Sabadell Bank & Trust | Naples, FL | Dec 2011 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- FL
- OH
- TX
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Total Assets Under Management572MILLIONS
-
Total Number of Accounts389ACCOUNTS
-
Average Account Value$1,469,577
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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