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Brett Orvieto

Strategic Asset Management
Fort Lauderdale, FL
Independent Advisors. Personalized Experience.
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Meet Brett

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Welcome - Brett Orvieto
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Millennials - Brett Orvieto
Video Transcripts

Brett Orvieto is a Partner at Strategic Asset Management, a fee only boutique Registered Investment Advisory firm based in Fort Lauderdale, FL. We offer securities through Lincoln Investment, a broker/dealer and a member of FINRA/SIPC (www.lincolninvestment.com) Brett works with the firm’s clients helping them to achieve their personal and family investment goals. He is responsible for trading, fund research, and is a member of the firm’s Investment and Strategies Committee.…

Brett Orvieto is a Partner at Strategic Asset Management, a fee only boutique Registered Investment Advisory firm based in Fort Lauderdale, FL. We offer securities through Lincoln Investment, a broker/dealer and a member of FINRA/SIPC (www.lincolninvestment.com) Brett works with the firm’s clients helping them to achieve their personal and family investment goals. He is responsible for trading, fund research, and is a member of the firm’s Investment and Strategies Committee. Brett values the trust clients place in the firm, and often works with their children to teach the importance of saving and investing, preparing the next generation for the challenges ahead.

Prior to joining Strategic Asset Management, Brett worked as an equity trader at Morgan Stanley in New York City from 2007-2013, reaching the title of Vice President. Brett traded U.S. listed equities on the Cash Trading Desk and spent time in Energy, Utilities, Materials, and Financials. He led the Special Situations Trading effort for his last three years at the firm, focusing specifically on risk arbitrage trading for stock-for-stock deal transactions.

Brett earned a BA in Mathematics at Emory University and a BBA in Finance from Emory’s Goizueta Business School. Brett holds the FINRA Series 7, 55 and 66 securities registrations.

Brett and his wife Lauren live in Fort Lauderdale and love spending time with their two young children, Zachary and Elin. Brett has a passion for sports and competes in several basketball leagues in the area.


Services offered

Investment management
Retirement planning
College planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Education

Bachelors
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