Gabriel
Rosko
Omega Capital Management, LLC
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About this Advisor
Gabriel Rosko is a chartered financial consultant operating in Blairstown, New Jersey with a total of 5 years of relevant experience. Rosko is currently employed by Omega Capital Management, LLC. Their career trajectory has included roles at Rosko Associates, The Concord Equity Group, LLC and Rosko Associates Inc. Rosko holds a Series 63 license, which qualifies them as a securities agent, and is able to operate in New Jersey. Omega Capital Management, LLC is a firm headquartered in Flanders, NJ. The company has just three employees. It oversees $96 million in assets under management across its 651 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 651 accounts, 50% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by Omega Capital Management, LLC likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Omega Capital Management, LLC Brokerage Details
$95,739,039
3
651
$147,065
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gabriel Rosko Work History
Gabriel has been registered as a financial advisor for 5 years.*
Rosko Associates Inc
The Concord Equity Group, LLC
Rosko Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gabriel Rosko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Omega Capital Management, LLC
Flanders, NJ
Blairstown, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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