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Brett William Orvieto

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.·FT. LAUDERDALE, Florida
Unclaimed Profile
6451 NORTH FEDERAL HIGHWAY, FT. LAUDERDALE, FL 33308CRD# 5023123Firm CRD# 135832
01

About

Brett William Orvieto is a registered financial advisor based in FT. LAUDERDALE, Florida, affiliated with STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS
AUM
$362M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5023123
Firm CRD# 135832
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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