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LO

Lonnie G. Ogulnick

THEPARTNERS WEALTH MANAGEMENT
Miami, FL 33160
Some features on this profile are disabled
CRD#: 3078454
LO

Professional summary

Lonnie Gordon Ogulnick, who also goes by Lonnie Ogulnick, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Miami, Florida.

Lonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lonnie has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lonnie Ogulnick

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lonnie Gordon Ogulnick's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 11, 2025 - Present

THEPARTNERS WEALTH MANAGEMENT

Office #1: 4400 Biscayne Blvd, Miami, FL 33160
RIA
CRD#: 314816
Miami, FL
Past

June 14, 2024 - December 8, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Miami, FL
Past

June 14, 2024 - December 8, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
Miami, FL
Past

July 17, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
MIAMI, FL
Past

July 17, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Miami, FL
Past

January 10, 2017 - July 17, 2020

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
Miami, FL
Past

January 3, 2017 - July 17, 2020

INVESTACORP, INC.

BD
CRD#: 7684
Miami, FL
Past

July 23, 2004 - January 3, 2017

LADENBURG THALMANN ASSET MANAGEMENT INC

RIA
CRD#: 108604
MIAMI, FL
Past

November 20, 2002 - January 3, 2017

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
MIAMI, FL
Past

July 20, 1998 - November 20, 2002

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/15/2025)
IAR
Massachusetts
(1/2/2026)
IAR
North Carolina
(12/11/2025)
IAR
Texas
(12/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/21/2004
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/18/2001
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/1999
General Securities Principal Examination

Current Firm

TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)
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Contact information

Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THEPARTNERS ADV PART 2A BROCHURE (10/24/2025)
THEPARTNERS ADV PART 2A WRAP BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,304
AUM (Assets Under Management)$ 454,537,144

Red Flags

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.

Company Information

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816Miami, FL 33160

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