Oscar Culari
Advisor at Wakeful
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 Wakeful
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
Miami, FL 33131
Credentials
Series 65
Industry experience
4 years
Oscar Culari is a Series 65-licensed financial advisor with Wakeful, based in Miami, FL, and has three years of industry experience. He has held roles at Oaks Valley Financial Services, LLC and Oaks Valley Financial Services Ltd since 2018, and previously worked at Aldgate Advisors SRL from 2014 to 2018. In addition to his advisory work, Culari serves as a director at Oaks Valley Financial Services Ltd and is president of Future Wealth Management S.A. Wakeful serves individual clients, trusts, estates, retirement plans, and business entities with discretionary investment management via an automated digital platform, along with sub-advisory and comprehensive portfolio management services. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment strategies and third-party managers, and offers both discretionary and non-discretionary account management.
Based on Wakeful
Financial planning and consulting flat fees ranging from $1,500 to $10,000 depending on complexity.
Up to 2.00% annually
Transaction-based compensation (commissions) received by firm's IAR in his capacity as Registered Representative of ACP Securities, LLC.
Up to $350 per hour for financial planning and consulting services.
1200 Brickell Ave., Suite 1700 B
Miami, FL 33131
Florida · New Mexico · Wyoming
Oaks Valley Financial Services, LLC
2021 - Present (5 years)
Oaks Valley Financial Services, Ltd
2018 - Present (8 years)
Aldgate Advisors SRL
2014 - 2018 (4 years)
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Is active or affiliated with:
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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