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Edwin Omata

Artisan Partners Distributors LLC

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About Edwin Omata

Edwin Omata is a registered representative with Artisan Partners Distributors LLC. Edwin has been in the industry since 2001 and is licensed in 53 states. Edwin is a Series 7, Series 63, and Series 7TO licensed professional. Edwin's previous experience includes roles with Goldman, Sachs & Co. and UBS Financial Services Inc.

Firm Information

Edwin Omata is currently registered with Artisan Partners Distributors LLC. Artisan Partners Distributors LLC is a Limited Liability Company formed in December 1997 and is registered in 53 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Edwin Omata’s Registration & Firm History

CA

01/16/2020 - Present

Artisan Partners Distributors LLC (Vista CA)

NY

06/28/2004 - 07/03/2008

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

08/15/2003 - 05/10/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

03/06/2001 - 01/17/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2020

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edwin Omata.
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