Omar C Rosas
Investment adviser representative at Efg Private Wealth Management (americas) Corp.
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
15 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Efg Private Wealth Management (americas) Corp.Dec 2025 to now
- Efg Capital International CorpApr 2021 to now
- Citi International Financial Services, LLCJan 2019 to Apr 2021
- Citibank N.A.Jan 2019 to Apr 2021
- Citibank N.A.Jan 2017 to Dec 2018
- Randstad USAJul 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Efg Private Wealth Management (americas) Corp.
$2.3BAssets managed
479Clients
45Advisers
15 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
- 5220274
- Firm CRD
- 158905