Ronald Edward Mcintire
Investment adviser representative at Omni 360 Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$425.7MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Omni 360 Wealth, Inc.Feb 2025 to now
- Omni 360 Advisors LLCFeb 2025 to now
- Merit Financial Group, LLCSep 2022 to Feb 2025
- Tfg Wealth ManagementSep 2022 to Mar 2023
- New York Life SecuritiesJan 2022 to Sep 2022
- New York Life InsuranceOct 2021 to Sep 2022
- Printfly CorpApr 2018 to Oct 2021
- Game Shape Physical TherapyJan 2018 to Mar 2018
- UnemployedOct 2017 to Dec 2017
- AmerisourcebergenNov 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Omni 360 Wealth, Inc.
$425.7MAssets managed
385Clients
5Advisers
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
- 7363363
- Firm CRD
- 124878