Anthony Kurnellas has been President & Chief Compliance Officer of Omnitrust Wealth Management since June 2018, is a control person of the firm and directly owns 75% or more of it.
Omnitrust Wealth Management, Inc. is a Jacksonville, FL firm with $107M under management, 348 clients and 1 adviser in one office, as of its March 2026 filing.
Anthony Kurnellas’ longest registration is the current one, 8 years at Omnitrust Wealth Management since 2018. Before joining Omnitrust Wealth Management in 2018, Anthony Kurnellas was registered through Global Financial Private Capital, LLC.
- – present · 8 yearsJacksonville, FL · Adviser representative · Firm CRD 298025
- Global Financial Private Capital, LLC– · 5 yearsJacksonville, FL · Adviser representative · Firm CRD 132070
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Anthony Chris Kurnellas
- CRD
- 4875595
- Firm
- Omnitrust Wealth Management · CRD 298025
- Role
- President & Chief Compliance Officer
- Office
- 9428 BAYMEADOWS ROAD, SUITE 100, Jacksonville, FL 32256
- Registration
- Investment adviser registration
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Kurnellas work?
Anthony Kurnellas has been President & Chief Compliance Officer of Omnitrust Wealth Management, Inc. since June 2018, and is a control person of the firm.
Is Anthony Kurnellas a financial advisor?
Yes. Anthony Kurnellas has a current investment-adviser registration, through Omnitrust Wealth Management since September 2018.
How many years of experience does Anthony Kurnellas have?
Anthony Kurnellas has 21 years in the financial industry, since March 2005, across 2 adviser firms.
What exams has Anthony Kurnellas passed?
Anthony Kurnellas has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in November 2004. FINRA credited Anthony Kurnellas with the SIE, which began in October 2018.
Where is Anthony Kurnellas based?
Anthony Kurnellas’ registered office is in Jacksonville, FL.
Is Anthony Kurnellas registered with FINRA?
No. Anthony Kurnellas has no current broker registration.
How can I verify Anthony Kurnellas’ record?
Search CRD 4875595 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Kurnellas’ full registration record.