Anthony C. Kurnellas

OMNITRUST WEALTH MANAGEMENT

Jacksonville, FL 32256

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CRD#: 4875595

Professional summary

Anthony Chris Kurnellas, who also goes by Anthony Kurnellas, is a registered financial advisor currently at OMNITRUST WEALTH MANAGEMENT, INC. located in Jacksonville, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Anthony has worked at 6 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Kurnellas

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.

Anthony Chris Kurnellas is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Omnitrust Wealth Management, Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Omnitrust Wealth Management, Inc. in their capacity as a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Chris Kurnellas'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

September 20, 2018 - Present

OMNITRUST WEALTH MANAGEMENT, INC.

Office #1: 9428 Baymeadows Road Suite 100, Jacksonville, FL 32256

RIA

CRD#: 298025

Jacksonville, FL

Past

July 23, 2013 - April 30, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

JACKSONVILLE, FL

Past

June 25, 2013 - November 6, 2018

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

JACKSONVILLE, FL

Past

June 30, 2011 - May 15, 2013

CREATIVEONE SECURITIES, LLC

CRD#: 152974

JACKSONVILLE, FL

Past

July 22, 2008 - July 1, 2011

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

JACKSONVILLE, FL

Past

November 5, 2004 - April 28, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

JACKSONVILLE, FL

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
(9/25/2018)

IAR

Texas
(3/11/2025)

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 65

Date: 5/25/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/4/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OMNITRUST WEALTH MANAGEMENT, INC.

CRD#: 298025 / SEC#: 801-134942

Florida

Registered Investment Advisory firm - (9/25/2018 Approved)

Texas

Registered Investment Advisory firm - (3/11/2025 Conditional Restricted)

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Contact information

Main Address

9428 Baymeadows Road Suite 100, Jacksonville, FL 32256

Mailing Address

Phone number

(904) 619-4351

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-OMNITRUST WEALTH MANAGEMENT, INC. (11/13/2025)

ADV PART 2B- KURNELLAS (1/27/2025)

Regulatory assets under management

Total Number of Accounts	576
AUM (Assets Under Management)	$ 106,142,804

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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Anthony C. Kurnellas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Chris Kurnellas's CRS (Customer Relationship Summary).

Certified licenses

Experience

OMNITRUST WEALTH MANAGEMENT, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

CREATIVEONE SECURITIES, LLC

BROKER DEALER FINANCIAL SERVICES CORP.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/2013

SIE

Date: 10/1/2018

Series 6

Date: 11/4/2004

Current Firm

OMNITRUST WEALTH MANAGEMENT, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OMNITRUST WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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