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Hari Gadi

Advisor at Omsai Com LLC

Updated today

Location

Ringtown, PA 17967

Credentials

Series 66

Industry experience

3 years

About

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.

Client services

Based on Omsai Com LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Omsai Com LLC

Active portfolio management Options & derivatives strategies Real estate investing General tax planning

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Fee options

Fixed

Financial planning fixed fees range from $500 to $5,000

Percentage

1.0% annually

Project-based

$250 per hour

Location

89 N Hancock Street

Ringtown, PA 17967

Most active in

Pennsylvania · Virginia

Work history

Avantax Advisory Services

2021 - 2022 (1 year)

Avantax Investment Services, Inc.

2021 - 2022 (1 year)

Omsai Com LLC

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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