Omar Bitar
Omar Bitar is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 18 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2727 Allen Pkwy., Ste. 1500, Houston, TX, 77019-2127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Omar owns commercial real estate and is involved in several businesses, including OKB Operations LLC, Q5 Operations LLC, CALVARYLOT@, LLC, and Geaux Horns LLC. He dedicates a significant amount of time (60 hours per month for each) to managing the Ameriprise business through OKB Operations LLC and Q5 Operations LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations36 states
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.