Brett
Orvieto
Dakota Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brett Orvieto is a financial advisor operating out of Palm Beach Gardens, Florida who has 5 years of relevant experience. Orvieto is an employee of Dakota Wealth, LLC. Their career trajectory has included roles at Lincoln Investment Planning, Inc, Strategic Asset Mgmt Group, Dakota Wealth, LLC (Formerly Oakmont Partners, LLC) and Dakota Wealth, LLC. Orvieto holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Florida, Pennsylvania and Texas. Dakota Wealth, LLC is a financial advisory firm based in Palm Beach Gardens, FL. It has offices in 15 locations and a total of 57 people on staff. It controls $3 billion in total assets between its 4,748 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 4,748 customer accounts, 28% are associated with high-net-worth clients who have at least $1 million in assets. Dakota Wealth, LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Fees for financial advice typically vary depending on the services. Fees billed by Dakota Wealth, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Dakota Wealth, LLC Brokerage Details
$2,548,153,882
57
4,748
$536,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Brett Orvieto Work History
Brett has been registered as a financial advisor for 5 years.*
Dakota Wealth, LLC
Dakota Wealth, LLC (Formerly Oakmont Partners, LLC)
Lincoln Investment Planning, Inc
Strategic Asset Mgmt Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Orvieto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dakota Wealth, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Richmond, VA
Akron, OH
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
