Steven M Bedell
Investment adviser representative at Omega Capital Management, LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$139.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Omega Capital Management, LLCFeb 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Omega Capital Management, LLC
Legal name: Omega Capital Management,LLC
$139.7MAssets managed
171Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2401066
- Firm CRD
- 129167