Vishail Singh (CRD# 5719556) is an Investment Advisor Representative working at Omnia Family Wealth, LLC in Aventura, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Omnia Family Wealth, LLC | Aventura, FL | Sep 2016 - Current | 7 |
| Genesis Investment Advisors | Coral Gables, FL | Sep 2014 - Aug 2016 | 1 |
| Carnival Corporation | Doral, FL | Mar 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- FL
-
Total Assets Under Management760MILLIONS
-
Total Number of Accounts1,015ACCOUNTS
-
Average Account Value$748,496
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, LA, NC, NY, PA
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