Alon Ozer

Current Employers

Omnia Family Wealth, Llc

18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-09-25

FL RA
APPROVED

Since 2018-09-25

Branch Locations

18851 Ne 29Th Avenue Suite 400, Aventura, FL 33180 • 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

Organization	City	State	From	To
Greater Miami Jewish Federation	Miami	FL	01/2009	08/2018
Omnia Family Wealth, Llc	Aventura	FL	08/2018	Present
Five Oaks Advisory, Llc	North Miami Beach	FL	02/2018	08/2018

01/2009 → 08/2018

Greater Miami Jewish Federation

Miami, FL
08/2018 → Present

Omnia Family Wealth, Llc

Aventura, FL
02/2018 → 08/2018

Five Oaks Advisory, Llc

North Miami Beach, FL

Previous Registrations

2018-02-07 → 2018-08-22

Five Oaks Advisory Llc

N. Miami Beach, FL

N. Miami Beach, FL

Other Businesses

1. Investment Committee Member; J-Impact Fund I; 11/2021; Review potential fund investments; NE 29TH Ave , 400, Aventura, FL, 33180; Investment Related; 5 hours per month. 2. Square One Labs; Investment Related; Israel, Tel Aviv; Advisor; due diligence of the portfolio companies and structure setup; 9/1/2024; 5 hours per month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-04

S65 Uniform Investment Adviser Law Examination

2017-01-04

View on SEC IAPD

Current Employers

Omnia Family Wealth, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews