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Kyle Edward Orlinski

Fidelity Personal AND Workplace Advisors

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About Kyle Edward Orlinski

Kyle Orlinski is a financial advisor who has been in the industry since May 2014. Kyle is currently registered with Fidelity Personal and Workplace Advisors, and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Truist Investment Services, Inc., BB&T Securities, LLC, LPL Financial LLC, and Lincoln Financial Advisors Corporation. Kyle holds the Series 7 and Series 66 securities licenses. Kyle is a dedicated financial advisor who is committed to helping their clients achieve their financial goals.

Firm Information

Kyle Orlinski is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal AND Workplace Advisors is a large investment firm based in Boston, Massachusetts. They offer a wide range of financial services, including financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. They manage over $818 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and state and municipal government entities. They also offer wrap fee programs for their clients. The firm is registered with the SEC and has a long history of providing investment advice and financial services.

$818.78B

Assets Under Management

13,624

Total Clients

14,642

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kyle Orlinski’s Registration & Firm History

MD

10/12/2022 - Present

Fidelity Personal AND Workplace Advisors (GRASONVILLE MD)

MD

07/30/2021 - 06/29/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EASTON MD)

MD

02/17/2021 - 08/04/2021

TRUIST INVESTMENT SERVICES, INC. (PRINCESS ANNE MD)

VA

06/05/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

MD

10/14/2016 - 06/22/2018

LPL FINANCIAL LLC (SEVERNA PARK MD)

MD

01/30/2014 - 10/28/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (SEVERNA PARK MD)

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Licenses & Designations

BOTH

Issued 8/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/30/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kyle Edward Orlinski.
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Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

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