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CFP
OC
CFP

Omar Cujar

Great Valley Advisor Group, LLC
23 Years of Experience
Boca Raton, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Omar Cujar is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Boca Raton, FL, with 23 years of industry experience. Omar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3837 NW Boca Raton Blvd, Ste 100, Boca Raton, FL, 33431

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2011
Customer Dispute
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Omar sells non-variable insurance products, including life, health, disability, and long-term care insurance, dedicating minimal time. He also owns rental property and is associated with OC Wealth Management, Inc. and Great Valley Advisor Group, Inc., spending nearly full-time providing investment advisory services through the latter.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
March 2022 - Present · 4 yrs 7 mos
LPL Financial LLCBroker
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
LPL Financial LLC
February 2016 - September 2018 · 2 yrs 7 mos
Gaines Financial Group
January 2012 - April 2022 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2011 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2011 · 2 yrs 1 mo
Banc of America Investment Services, INC.
November 2008 - October 2009 · 11 mos
Banc of America Investment Services, INC.Broker
October 2008 - October 2009 · 1 yr
Wachovia Securities, LLC
February 2004 - November 2008 · 4 yrs 9 mos
Wachovia Securities, LLCBroker
April 2003 - November 2008 · 5 yrs 7 mos
State Registrations18 states
AZCACOCTFLGALAMDNCNHNJNMNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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