Bari OrlowskyCRD Number: 7328495
Current Firm: Fidelity Personal And Workplace Advisors
Bari Orlowsky (CRD# 7328495) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Fidelity Investments||New York, NY||Jan 2021 - Current||1|
|Macquarie Group Limited||New York, NY||Jun 2019 - Dec 2020||1|
|Macquarie Group Limited||Jacksonville, FL||May 2017 - Jun 2019||2|
|Fsu||Tallahassee, FL||Sep 2016 - May 2017||< 1|
|U Club On Woodward American Campus Communities||Tallahassee, FL||Aug 2014 - Aug 2016||2|
|Fsu||Tallahassee, FL||Aug 2013 - Aug 2014||1|
|High School||Coral Springs, FL||Jan 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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