Michael
Orecchio

Northbridge Financial Group, LLC

CRD#4404384
Investment Advisor
in Tampa, FL

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About this Advisor

Michael Orecchio is a financial advisor based in Tampa, Florida, working with Northbridge Financial Group, LLC. Michael has previously held positions at Securian Financial Services, Minnesota Life, Harrelson Holdings Inc, Omni Resource Group, The Continuing Education Academy, Lpl Financial, LLC, and Northbridge Financial Group, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Michael is part of Northbridge Financial Group, LLC, which operates out of Tampa, Florida. The firm has 10 employees and manages assets totaling $209.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Northbridge Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4300 West Cypress Street Meridian Two Building, Suite 370
Tampa, FL 33607

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Northbridge Financial Group, LLC Brokerage Details

Total Assets Under Management

$209,257,284

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

906

FL Average: 2,474
Average Account Size

$230,968

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Orecchio Work History

2020 - Present (5 years)

Northbridge Financial Group, LLC

2014 - Present (11 years)

Lpl Financial, LLC

2004 - 2014 (10 years)

The Continuing Education Academy

2002 - 2014 (12 years)

Omni Resource Group

2001 - 2014 (13 years)

Securian Financial Services

2001 - 2014 (13 years)

Minnesota Life

2001 - 2014 (13 years)

Harrelson Holdings Inc

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Disclosures

Please visit the SEC profile of Michael Orecchio 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 Northbridge Financial Group, LLC

Zachary Brown
Tampa, FL
Randy Ramos
Tampa, FL
Kenneth Conte
Tampa, FL
Ellis De Jesus
Tampa, FL
Nathan Kriplin
Tampa, FL
James Ewing
Tampa, FL
Mark Terwilliger
Tampa, FL
Michael Orecchio
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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