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Oscar A. Culari

WAKEFUL
Miami, FL 33131
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CRD#: 7521994
OC

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.

top-8-questions

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)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/14/2022
Uniform Investment Adviser Law Examination

Current Firm


WA
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
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts264
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.

Company Information


WAKEFUL

CRD#: 144640Miami, FL 33131

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