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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett William Orvieto is a financial advisor with Dakota Wealth, LLC, a Registered Investment Advisor based in Palm Beach Gardens, FL. Brett has been in the financial industry for over 10 years, previously working with Lincoln Investment in Fort Lauderdale, FL, and Morgan Stanley & Co. LLC in New York, NY. Brett is registered in Florida, Pennsylvania, and Texas. Brett holds the Series 3, 7, 55, 63, and 66 licenses. Dakota Wealth provides financial planning, portfolio management, and tax preparation/filing services to individuals, investment companies, pooled investment vehicles, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
05/19/2021 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
FL
04/18/2013 - 05/08/2018
LINCOLN INVESTMENT (FORT LAUDERDALE FL)
NY
08/14/2007 - 04/03/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BOTH
Issued 06/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/28/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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