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EM

Edward H. Mcroberts

OMNICAP GROUP LLC
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 4528727
EM

Professional summary

Edward Herschel Mcroberts, who also goes by Eddie Mcroberts, is a registered financial advisor currently at OMNICAP GROUP LLC located in El Segundo, California.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Edward has worked at 2 firms and has passed the Series 65, Series 50 and Series 54 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eddie Mcroberts

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 Edward Herschel Mcroberts's 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

April 12, 2005 - Present

OMNICAP GROUP LLC

Office #1: 2286 E. Maple Ave, El Segundo, CA 90245
RIA
CRD#: 133387
El Segundo, CA
Past

May 7, 2001 - March 9, 2005

BLX GROUP LLC

RIA
CRD#: 111923
DALLAS, TX

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".
OG
OMNICAP GROUP LLC
OMNICAP GROUP LLC

CRD#: 133387 / SEC#: 801-63715

RIA
Registered Investment Advisory firm - (12/3/2004 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
California
(4/12/2005)
IAR
Massachusetts
(12/8/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/23/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 50
Date: 10/6/2016
Municipal Advisor Representative Qualification Exam
Principal/Supervisory Exam
RR
Series 54
Date: 11/23/2021
Municipal Advisor Principal Qualification Examination

Current Firm

OG
OMNICAP GROUP LLC
OMNICAP GROUP LLC

CRD#: 133387 / SEC#: 801-63715

RIA
Registered Investment Advisory firm - (12/3/2004 Approved)
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Contact information

Main Address
2286 E. Maple Ave, El Segundo, CA 90245
Mailing Address
Phone number
(310) 318-3091
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (5 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 DISCLOSURE BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts320
AUM (Assets Under Management)$ 6,378,885,000

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

OMNICAP GROUP LLC

CRD#: 133387El Segundo, CA 90245

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