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Rebecca Orlowitz

Align Impact, LLC

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About Rebecca Orlowitz

Rebecca Orlowitz is an Investment Advisor Representative with Align Impact, LLC, a firm based in Santa Monica, CA. Rebecca has been working in the financial industry since 2011, and holds Series 7 and Series 63 licenses. Rebecca is registered with the state of New York as an Investment Advisor Representative. Prior to joining Align Impact, LLC, Rebecca worked at several other firms including Bendigo Securities, LLC, Mission Capital LLC, and Commonwealth Australia Securities LLC. Rebecca's experience and qualifications allow her to provide a wide range of financial services to clients.

Firm Information

Rebecca Orlowitz is currently registered with Align Impact, LLC. Align Impact, LLC is an investment advisor registered with the SEC and located in Santa Monica, California. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. Align Impact, LLC manages approximately $728 million in assets for 47 clients, including charitable organizations, high-net-worth individuals, and pooled investment vehicles. The firm does not offer wrap fee programs.
Align Impact, LLC

429 SANTA MONICA BLVD #500

SANTA MONICA, CA 90401

$728.38M

Assets Under Management

29

Total Clients

11

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 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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rebecca Orlowitz’s Registration & Firm History

CA

12/11/2021 - Present

Align Impact, LLC (SANTA MONICA CA)

NY

07/25/2013 - 01/17/2014

BENDIGO SECURITIES, LLC (NEW YORK NY)

NY

05/06/2013 - 07/24/2013

MISSION CAPITAL LLC (NEW YORK NY)

NY

04/07/2011 - 02/22/2013

COMMONWEALTH AUSTRALIA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/28/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Orlowitz.
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