AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GO

Gerard Joseph O'meara Jr

STILLPOINT CAPITAL
TAMPA, FL
·CRD# 2346194·33 years experience

Professional Summary

Gerard Joseph O'meara JR, who also goes by Gerard Joseph Omeara Jr, Gerard Joseph Omeara, Gerry Omeara Jr, is a registered financial advisor currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida. Gerard is registered as a RR (Registered Representative) and started their career in finance in 1993. Gerard has worked at 5 firms and has passed the Series 63, Series 16, Series 79TO, Series 82TO, SIE, Series 10, Series 9 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gerard Joseph Omeara Jr, Gerard Joseph Omeara, Gerry Omeara Jr

Blog Corner

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
View profile
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

Years of Experience

33 years in the financial services industry

Current & Past Employments

STILLPOINT CAPITAL, LLC·CRD# 133146
BD
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
February 18, 2021 - Present
BB&T SECURITIES, LLC·CRD# 142785
BD
Richmond, VA
December 10, 2019 - July 1, 2020
TRUIST SECURITIES, INC.·CRD# 6271
BD
Atlanta, GA
July 27, 2001 - August 4, 2020
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
October 25, 1999 - July 30, 2001
THE ROBINSON-HUMPHREY COMPANY, LLC·CRD# 723
BD
Atlanta, GA
June 2, 1993 - July 27, 2001

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

Current Firm

SC
STILLPOINT CAPITAL, LLC

FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: 8-66688
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Mailing Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Phone Number

(813) 891-9100

Established

Florida since 04/19/2004

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMY C. CROSS, P.A.OWNER—
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
FOLEY, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(2/18/2021)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2004About the Series 63 exam

Series 16 — NYSE Supervisory Analyst Examination

Passed Mar 2024About the Series 16 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2023About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Mar 2024About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Mar 2024About the Series 9 exam

Series 24 — General Securities Principal Examination

Passed Jan 1995About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Gerard Joseph O'meara JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
GO
Follow Gerard
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required