Omar Macias, financial advisor Miami FL
81 score

Omar Macias

CRD Number: 5613466
Current Firm: Deutsche Bank Securities Inc.

Omar Macias (CRD# 5613466) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Miami, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Deutsche Bank Securities Inc. Miami, FL Feb 2014 - Current 2
Wells Fargo Advisors LLC Miami, FL Aug 2011 - Jan 2014 2
Summit Development Solution Miami Lakes, FL Feb 2011 - Aug 2011 < 1
Saicam Group Miami, FL Feb 2011 - Aug 2011 < 1
Wachovia Bank, N.a. Miami, FL Nov 2008 - Feb 2011 2
Wachovia Securities, LLC Miami, FL Nov 2008 - Feb 2011 2
Countrywide Bank Weston, FL Aug 2002 - Nov 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Omar J. Macias
Phone Number: 212-250-2500
Firm Website: https://www.db.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,524
    MILLIONS
  • Total Number of Accounts
    5,921
    ACCOUNTS
  • Average Account Value
    $932,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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