Hari Gadi
Advisor at Omsai Com LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Omsai Com LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ringtown, PA 17967
Credentials
Series 66
Industry experience
3 years
Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.
Based on Omsai Com LLC
Based on Omsai Com LLC
Financial planning fixed fees range from $500 to $5,000
1.0% annually
$250 per hour
89 N Hancock Street
Ringtown, PA 17967
Pennsylvania · Virginia
Avantax Advisory Services
2021 - 2022 (1 year)
Avantax Investment Services, Inc.
2021 - 2022 (1 year)
Omsai Com LLC
2002 - Present (24 years)
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Lawyer
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Real estate agent
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Other specialized services
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