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Anthony Chris Kurnellas

Investment adviser representative at Omnitrust Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
$107.2MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Omnitrust Wealth Management, Inc.Jun 2018 to now
  2. Omnitrust Financial GroupMay 2013 to now
  3. Global Financial Private Capital, LLCJul 2013 to Apr 2019
  4. Gf Investment Services, LLCJun 2013 to Oct 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (FL).

Omnitrust Wealth Management, Inc.

$107.2MAssets managed
348Clients
1Advisers
Under 1 yearIn 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
4875595
Firm CRD
298025
Advisor's SEC record (opens in a new tab)
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