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John Castelli Orr

Hartford Funds

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About John Castelli Orr

John Castelli Orr is a financial advisor currently registered with Hartford Funds. John has been in the financial services industry since 2017 and has a Series 7, Series 63, and Series 65. John is registered in 52 states and the District of Columbia as a broker-dealer and in Pennsylvania as an investment advisor representative. John has previously worked at Legg Mason Investor Services, LLC, Brandywine Global Investment Mgmt, and Crossmark Global Investments.

Firm Information

John Orr is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees related to 529 plans and model recommendations.

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John Orr’s Registration & Firm History

PA

05/25/2023 - Present

Hartford Funds (Philadelphia PA)

TX

08/31/2021 - 05/15/2023

CROSSMARK DISTRIBUTORS, INC. (HOUSTON TX)

PA

07/24/2017 - 08/17/2021

HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)

PA

12/05/2016 - 07/13/2017

LEGG MASON INVESTOR SERVICES, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 07/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Castelli Orr.
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