Bart Anthony Speziali
Investment adviser representative at Openarc Corporate Advisory, LLC
25 yearsExperience
2 statesRegistered in
$10.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Bank of America, N.A.Apr 2011 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2001 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359372
- Firm CRD
- 336837