Christy Barilotti, financial advisor Philadelphia PA

Christy Barilotti

CRD Number: 4402246
Current Firm: Eagle Strategies LLC

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®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
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
Contact Info for Christy Barilotti
Phone Number: (888) 695-3245
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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