Bryan Katz

from Omni 360 Wealth, Inc.
SEC regulated
Regulated Investment Advisor
Bryan Katz is a financial advisor based in New Jersey, Plainsboro, with 26 years of experience. Bryan currently works for Omni 360 Wealth, Inc.. Bryan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bryan Katz works at Omni 360 Wealth, Inc.
Omni 360 Wealth, Inc. is a financial advisory firm based in Plainsboro, New Jersey. It currently has approximately $130,624,251 of assets under management and employs about 4 people. Omni 360 Wealth, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
777 Scudder Mills Rd, Bldg 4, Ste 101, Plainsboro, New Jersey, 8540

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