Unclaimed Profile

Brett William Orvieto

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.·FT. LAUDERDALE, Florida

SIE, Series 3, Series 7, Series 55, Series 63, Series 66Clean record12 years registeredSTRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

6451 NORTH FEDERAL HIGHWAY, FT. LAUDERDALE, FL 33308CRD# 5023123Firm CRD# 135832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett William Orvieto · FT. LAUDERDALE, FL

Registration

CRD #5023123 · STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Oct 2018 – present

DAKOTA WEALTH, LLC

Jun 2018 – Mar 2019

Palm Beach Gardens, FL

CAPITAL ANALYSTS

Jun 2016 – May 2018

Fort Lauderdale, FL

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

Oct 2013 – May 2018

FT. LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · October 7, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

CRD 135832 · SEC 801-68978

AUM

$362M

Regulatory assets under management

Employees

392 client accounts

Services offered by STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Brett William Orvieto offer?

Brett William Orvieto specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FT. LAUDERDALE, Florida for a consultation.

What are Brett William Orvieto's credentials?

Brett William Orvieto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett William Orvieto located?

Brett William Orvieto is based in FT. LAUDERDALE, Florida, working with STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.. Their office serves clients in the FT. LAUDERDALE metropolitan area and surrounding communities.

How does Brett William Orvieto charge for services?

Brett William Orvieto's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.?

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. has approximately 5 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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