RM
Ronald E. Mcintire
OMNI 360 WEALTH
PLAINSBORO, NJ 08536
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CRD#: 7363363
RM
Professional summary
Ronald Edward Mcintire is a registered financial advisor currently at OMNI 360 WEALTH, INC. located in Plainsboro, New Jersey.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ronald has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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.
Ronald Edward McIntire is a Treasurer at Lower Bucks Values; Investment Related: No; Location of the business: PO Box 559 Bristol PA 19007; Description: Political Action Committee; Responsibilities Duties: Submit donation/distribution reports 4x per year; Start date with business: 2025-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: .005.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Edward Mcintire'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®
NoneExperience
Current
May 5, 2025 - Present
OMNI 360 WEALTH, INC.
Office #1: 777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536RIA
CRD#: 124878
PLAINSBORO, NJ
Past
April 3, 2023 - February 7, 2025
MERIT FINANCIAL ADVISORS
RIA
CRD#: 142457
Newtown, PA
Past
January 19, 2023 - June 13, 2023
TFG WEALTH MANAGEMENT, LLC
RIA
CRD#: 148025
NEWTOWN, PA
Past
January 26, 2022 - October 6, 2022
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SADDLE BROOK, NJ
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".
O3
OMNI 360 WEALTH, INC.
OMNI 360 ADVISORS, LLC | SOUND FINANCIAL SOLUTIONS, INC. | PFG - FINANCIAL PLANNING & MANAGEMENT | OMNI 360 WEALTH, INC.
CRD#: 124878 / SEC#: 801-121387
RIA
Registered Investment Advisory firm - (6/4/2021 Approved)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/10/2021 Terminated)Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)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
New Jersey(5/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/26/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
O3
OMNI 360 WEALTH, INC.
OMNI 360 ADVISORS, LLC | SOUND FINANCIAL SOLUTIONS, INC. | PFG - FINANCIAL PLANNING & MANAGEMENT | OMNI 360 WEALTH, INC.
CRD#: 124878 / SEC#: 801-121387
RIA
Registered Investment Advisory firm - (6/4/2021 Approved)Florida
Registered Investment Advisory firm - (8/9/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2021 Terminated)New York
Registered Investment Advisory firm - (8/9/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/10/2021 Terminated)Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 Scudder Mills Rd Bldg 4, Ste 101, Plainsboro, NJ 08536
Mailing Address
Phone number
(609) 452-0889
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 881 |
| AUM (Assets Under Management) | $ 324,524,220 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
OMNI 360 WEALTH, INC.
CRD#: 124878Plainsboro, NJ 08536TRUST BUT VERIFY
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