AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HG

Hari B. Gadi

OMSAI COM LLC
Chantilly, VA 20151
Some features on this profile are disabled
CRD#: 7427356
HG

Professional summary


Hari Bapiraju Gadi, who also goes by Hari Gadi, is a registered financial advisor currently at OMSAI COM LLC located in Chantilly, Virginia.

Hari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Hari has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Hari Gadi

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 Hari Bapiraju Gadi'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

July 18, 2023 - Present

OMSAI COM LLC

Office #1: 14801 Murdock St Suite 155, Chantilly, VA 20151Office #2: 89 N Hancock Street, Ringtown, PA 17967
RIA
CRD#: 317800
Chantilly, VA
Past

November 24, 2021 - February 28, 2022

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Ringtown, PA
Past

October 22, 2021 - February 28, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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
Pennsylvania
(8/29/2023)
IAR
Virginia
(7/18/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


OC
OMSAI COM LLC
OMSAI COM LLC

CRD#: 317800 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/29/2023 Approved)
Virginia
Registered Investment Advisory firm - (7/18/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
14801 Murdock St Suite 155, Chantilly, VA 20151
Mailing Address
89 N Hancock St, Ringtown, PA 17967
Phone number
(571) 235-4705
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 930,000

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


OMSAI COM LLC

CRD#: 317800Chantilly, VA 20151

TRUST BUT VERIFY

Monitor Hari Gadi

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
Eric Josef Schaefer
Eric SchaeferAdvisorCheck Check Mark
EVERMAY WEALTH MANAGEMENT, LLC
IAR
ARLINGTON, VA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics