FIND A OM PARTNERS, LLC FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at OM PARTNERS, LLC
CRD#: 323351
BD
Looking for a Financial Advisor at OM PARTNERS, LLC?
We have compiled every financial advisor who works at OM PARTNERS, LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for OM PARTNERS, LLC Comes From
Understanding the Statistics for OM PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
8 Crooked Stick Lane, Brentwood, TN 37027
Mailing Address
8 Crooked Stick Lane, Brentwood, TN 37027
Firm Size
Small
Phone Number
(615) 414-4282
Established
Tennessee since 04/04/2022
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| OM PARTNERS HOLDCO, LLC | MEMBER | ||
| CARTEAUX, NICHOLAS PAUL | CO-CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 2648301 | |
| GREGG, REBECCA BLADES | CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER | 5689958 | |
| JEONG, JACK SANG HOON | CO-CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER | 5580812 | |
| NAVEED, HASNAIN NMN | FINOP | 7004810 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at OM PARTNERS, LLC
RG
Rebecca Blades Gregg
RR
CRD#: 5689958
Location:
Brentwood, TN 37027
Company:
OM PARTNERS, LLC
Disclosures:
Experience:
16 years
JJ
Jack Sang Hoon Jeong
RR
CRD#: 5580812
Location:
Brentwood, TN 37027
Company:
OM PARTNERS, LLC
Disclosures:
Experience:
17 years
HN
Hasnain Nmn Naveed
RR
CRD#: 7004810
Location:
New York, NY 10005
Company:
J.H. DARBIE & CO., INC.
Disclosures:
Experience:
7 years
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
