Christy Barilotti (CRD# 4402246) is an Investment Advisor Representative working at Eagle Strategies LLC in Philadelphia, PA and has over 23 years of experience in the finance industry. Christy Barilotti has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2629855
Investment Management & Planning LLC
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barilotti Wealth Strategies & Insurance Solutions, LLC | Philadelphia, PA | Feb 2014 - Current | 10 |
| Barilotti Wealth Strategies LLC | Philadelphia, PA | Jan 2008 - Current | 16 |
| New York Life Insurance Company | Philadelphia, PA | May 1999 - Current | 25 |
| A.p. Orleans Insurance Agency, Inc. | Philadelphia, PA | Feb 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- PA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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