Oscar A. Culari

WAKEFUL

Miami, FL 33131

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CRD#: 7521994

Professional summary

Oscar Alfredo Culari is a registered financial advisor currently at WAKEFUL located in Miami, Florida.

Oscar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Oscar has worked at 1 firm and has passed the Series 65 exam.

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.

Oaks Valley Financial Services LTD. Investment related, Tortola Road Town BVI Director January 2018 to Present. Director of business, handle duties related to business and pursue investment business for firm. approximately 35 hours a week. 35 hours a week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oscar Alfredo Culari'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

March 29, 2022 - Present

WAKEFUL

Office #1: 1395 Brickell Ave. Suite 800, Miami, FL 33131

RIA

CRD#: 144640

Miami, FL

Past

March 29, 2022 - December 31, 2023

WAKEFUL

RIA

CRD#: 144640

MIAMI, 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
(3/29/2022)

IAR

New Mexico
(8/7/2025)

IAR

Wyoming
(8/6/2025)

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: 3/14/2022

Uniform Investment Adviser Law Examination

Current Firm

WAKEFUL

MICHELLE OGDEN & COMPANY, LLC | WAKEFUL | OGDEN WEALTH, LLC | OAKS VALLEY FINANCIAL SERVICES, LLC

CRD#: 144640 / SEC#:

Delaware

Registered Investment Advisory firm - (10/17/2025 Approved)

Florida

Registered Investment Advisory firm - (8/16/2007 Approved)

New Mexico

Registered Investment Advisory firm - (3/28/2025 Approved)

Wyoming

Registered Investment Advisory firm - (4/24/2025 Approved)

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Contact information

Main Address

1395 Brickell Ave. Suite 800, Miami, FL 33131

Mailing Address

Phone number

(305) 582-3796

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 22,700,317

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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Oscar A. Culari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oscar Alfredo Culari's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAKEFUL

WAKEFUL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2022

Current Firm

WAKEFUL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WAKEFUL

TRUST BUT VERIFY

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