Steven Bedell, financial advisor Flanders NJ

Steven Bedell

CRD Number: 2401066
Current Firm: Omega Capital Management, LLC

Steven Bedell (CRD# 2401066) is an Investment Advisor Representative working at Omega Capital Management, LLC in Flanders, NJ and has over 30 years of experience in the finance industry. Steven Bedell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Omega Capital Management, LLC Rockaway, NJ Feb 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
Contact Info for Steven M. Bedell
Phone Number: 973-927-8388
Firm Website: https://www.omegacap.com
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    574
    ACCOUNTS
  • Average Account Value
    $196,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NH, NJ, NY

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