Stanley Omosa, financial advisor Mitchellville MD

Stanley Omosa

CRD Number: 6169925
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stanley Omosa (CRD# 6169925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mitchellville, MD and has over 6 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Mitchellville MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Mitchellville MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Mitchellville MD

CRD# 2962660
Grove Point Advisors, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mitchellville, MD Feb 2020 - Current 1
Bank Of America, N.a. Mitchellville, MD Feb 2020 - Current 1
Unemployment Silver Spring, MD Jul 2019 - Feb 2020 < 1
Mass Mutual Bethesda, MD Aug 2011 - Sep 2019 8
Bank Of America, N.a. Beltsville, MD Jul 2016 - Jul 2019 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beltsville, MD Jul 2016 - Jul 2019 3
Unemployed Silver Spring, MD Jan 2016 - Jul 2016 < 1
Park Avenue Securities Bethesda, MD Jul 2015 - Jan 2016 < 1
Guardian Life Ins Bethesda, MD Jul 2013 - Jan 2016 2
Self-employed Silver Spring, MD Jan 2013 - Jul 2013 < 1
Self-employed Silver Spring, MD Jul 2003 - Jan 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Stanley O. Omosa
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.