Michael S. Wagner

OMNIA FAMILY WEALTH

Aventura, FL 33180

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CRD#: 4808259

Professional summary

Michael Scott Wagner, CFP® is a registered financial advisor currently at OMNIA FAMILY WEALTH, LLC located in Aventura, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Greater Miami Jewish Federation; Not Investment Related; 4200 Biscayne Boulevard Miami, FL 33137; Mobilize Human Resources to care and strength; Young Leadership Chair; Start date: 2015; 8 hours/month; 2 hours/month during securities hours; Conference calls and events, after hours, engage with the future leaders of federation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Wagner'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®

CFP^®

Certified Financial Planner

Experience

Current

September 9, 2015 - Present

OMNIA FAMILY WEALTH, LLC

Office #1: 18851 Ne 29th Avenue Suite 400, Aventura, FL 33180

RIA

CRD#: 170909

Aventura, FL

Past

September 4, 2015 - July 12, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Aventura, FL

Past

April 24, 2009 - September 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AVENTURA, FL

Past

April 24, 2009 - September 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AVENTURA, FL

Past

October 12, 2006 - May 5, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AVENTURA, FL

Past

September 20, 2006 - May 5, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

AVENTURA, FL

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".

OMNIA FAMILY WEALTH, LLC

OMNIA FAMILY WEALTH, LLC | TERESE ADVISORS, LLC

CRD#: 170909 / SEC#: 801-79590

RIA

Registered Investment Advisory firm - (5/1/2014 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
(10/8/2015)

IAR

North Carolina
(9/9/2015)

IAR

Texas
(6/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2006

General Securities Representative Examination

Current Firm

OMNIA FAMILY WEALTH, LLC

OMNIA FAMILY WEALTH, LLC | TERESE ADVISORS, LLC

CRD#: 170909 / SEC#: 801-79590

RIA

Registered Investment Advisory firm - (5/1/2014 Approved)

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Contact information

Main Address

18851 Ne 29th Avenue Suite 400, Aventura, FL 33180

Mailing Address

Phone number

(305) 602-9080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OMNIA FORM ADV2A ("DISLCOSURE BROCHURE") (5/19/2025)

Regulatory assets under management

Total Number of Accounts	1,097
AUM (Assets Under Management)	$ 859,175,175

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.

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Advisor Monitoring

Firm Stability Insights

Michael S. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

OMNIA FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/19/2006

Current Firm

OMNIA FAMILY WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OMNIA FAMILY WEALTH, LLC

TRUST BUT VERIFY

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