Michael Scott Wagner

Employer firm

Omnia Family Wealth, LLC CRD 170909

$995M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 07/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2015 → Present
  Omnia Family Wealth
  Aventura, FL

Previous Registrations

• 2009-04-24 → 2015-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
• 2006-10-12 → 2009-05-05
  Ubs Financial Services Inc.
  Hallandale Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-10-10

Designations

• Certified Financial Planner