Best Investors Account Sign in

Omar C Rosas

Efg Private Wealth Management (Americas) Corp.

Miami, FL

Claim This Profile
Current Employers
Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-23

Branch Locations

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Randstad Usa Houston TX 07/2016 12/2016
Citibank N.A. Miami FL 01/2017 12/2018
Citibank N.A. Miami FL 01/2019 04/2021
Citi International Financial Services, Llc Miami FL 01/2019 04/2021
Efg Capital International Corp Miami FL 04/2021 Present
  • 07/2016 → 12/2016
    Randstad Usa
    Houston, TX
  • 01/2017 → 12/2018
    Citibank N.A.
    Miami, FL
  • 01/2019 → 04/2021
    Citibank N.A.
    Miami, FL
  • 01/2019 → 04/2021
    Citi International Financial Services, Llc
    Miami, FL
  • 04/2021 → Present
    Efg Capital International Corp
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-11
  • S66 Uniform Combined State Law Examination
    2025-11-11
Other Names
  • Omar Clelio Rosas

View on SEC IAPD

Other Firms

HOLLANDER ASSET MANAGEMENT LLC
GFG CAPITAL
XP ADVISORY US, INC.
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP
PILOTAI WEALTH
ARKHE WEALTH MANAGEMENT
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

BIANCA MIA HOLLANDER PONTES
CARLOS HOLLANDER
EDUARDO NMN GRUENER
Cesar Florido Filho
Caio Henrique Costa Bello
FELIPE VIANNA GROSSO
ANA CAROLINA DA ROCHA CHEDE
BRUNA GOMES ZANARDI

Other Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
ARKHE WEALTH MANAGEMENT · MIAMI, FL
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP · MIAMI, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIAMI, FL

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor