ADVISOR BIO

Otto Gregory Glatt is a registered investment advisor representative with Richmond Capital Management Inc. Otto Gregory Glatt has been in the industry since 1996. Otto Gregory Glatt has held several positions at different firms including Thompson Davis & Co., Inc., BB&T Securities, LLC and Wunderlich Securities, Inc.. Otto Gregory Glatt is registered in Virginia as an Investment Advisor Representative. Otto Gregory Glatt specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles.

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Otto Victor Tschudi is a financial professional with over 39 years of experience in the industry. Otto is currently registered with Stifel, Nicolaus & Company, Inc. as a Broker and Investment Advisor Representative. Prior to joining Stifel, Nicolaus & Company, Inc., Otto worked at THOMAS WEISEL PARTNERS LLC and NATIONSBANC MONTGOMERY SECURITIES LLC. Otto is licensed in California, Colorado, Connecticut, Delaware, Florida, Massachusetts, Missouri, New Jersey, New York, Pennsylvania, and Washington. Otto specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and pooled investment vehicles. Otto has a strong track record of success in helping clients achieve their financial goals.

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Oui Seesawat Coulson has been in the financial services industry since 1997 and is a registered representative with Oppenheimer & Co. Inc. in Coral Gables, FL. Oui currently holds Series 7, 31 and SIE licenses. They are a Certified Financial Planner. Oui has previously worked at First Horizon Advisors, Inc., Morgan Stanley and SunTrust Securities, Inc. Oui specializes in retirement planning and has experience working with individuals, corporations, high-net-worth individuals and businesses.

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Oussama Fatri is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since 2012. Oussama holds the Series 7, 66 and SIE securities licenses and is registered with the state of New York. Oussama specializes in a broad range of investment products and services.

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Owais Salim Merchant is a registered investment advisor representative with Vanguard Advisers, Inc. in Charlotte, NC. Owais has been in the financial industry since 2010 and has a Series 6, 7, 24, 63, and 65 license. Owais provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Owais has a strong background in the financial services industry and is committed to providing clients with the highest level of service.

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Owaiz Dadabhoy is a Registered Representative and Investment Adviser Representative with Saturna Capital Corp.. Owaiz has been in the industry since 2003. Owaiz is licensed in California, Illinois, Michigan, New York, Ohio, and Texas. Saturna Capital Corp. has offices in Bellingham, WA and provides advisory services for high-net-worth individuals, investment companies, pooled investment vehicles, and corporations or other businesses.

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Owen Mccadden Mairo is a financial advisor with RBC Capital Markets, LLC. Owen has been in the industry since April 2022 and has experience with CITIGROUP GLOBAL MARKETS INC. Owen holds the Series 63, Series 7, Series 79 and SIE licenses. Owen is registered in New York. Owen provides services to individuals, high-net-worth individuals, charitable organizations, businesses, corporations, pension and profit sharing plans, state and municipal governments, pooled investment vehicles, insurance companies and banking institutions.

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Owen Michael Leber is a financial professional registered with Goldman Sachs & Co. LLC. Owen holds the Series 7TO, Series 63, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Owen is a licensed securities representative in all states of the US. Owen provides financial planning services and manages portfolios for individuals, businesses, and pooled investment vehicles.

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Owen Jarret Muehlfeld is an investment advisor representative at Fisher Investments. Owen has been with the firm since June 2002. Owen is a registered investment advisor representative in California and has been in the industry for over 20 years. Owen is a Series 65 and Series 63 licensed professional. Owen specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Owen also provides financial planning services.

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Owen Nuckolls is a registered representative at RBC Capital Markets, LLC. Owen is a Series 7 and SIE licensed individual with a registration date of August 12, 2024. Owen’s primary office location is at 3 World Financial Center, 200 Vesey St., New York, NY 10281.

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