linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Anthony Orecchio

Northbridge Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Anthony Orecchio

Michael Orecchio is a financial professional with over 20 years of experience in the industry. Michael has a Series 6, 7, 24 and 66 license. Michael is currently registered with Northbridge Financial Group, LLC and is a licensed representative in 19 states. Michael is a Registered Representative of LPL Financial and an Investment Advisor Representative of Northbridge Financial Group, LLC, an independent investment advisor firm. Michael provides financial planning, portfolio management and investment advisory services to individuals and businesses.

Firm Information

Michael Orecchio is currently registered with Northbridge Financial Group, LLC. Northbridge Financial Group, LLC is an investment advisor based in Tampa, FL with approximately $305 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth individuals. The firm also participates in wrap fee programs.
Northbridge Financial Group, LLC

4300 WEST CYPRESS STREET

TAMPA, FL 33607

$305.60M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Orecchio’s Registration & Firm History

FL

08/03/2021 - Present

Northbridge Financial Group, LLC (TAMPA FL)

FL

08/02/2001 - 10/14/2014

SECURIAN FINANCIAL SERVICES, INC. (TAMPA FL)

Not sure if Michael Anthony Orecchio is right for you?

Licenses & Designations

BOTH

Issued 08/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Anthony Orecchio.
Not sure if Michael Anthony Orecchio is right for you?