Omar Hazem Barakat
Investment adviser representative at Investology Inc.
10 yearsExperience
1 stateRegistered in
$250MFirm assets
2 yearsFirm in business
Are you Omar Hazem Barakat? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Investology Inc.Feb 2026 to now
- Legacy Associates Inc.Aug 2023 to now
- Legacy Wealth Management Inc.Aug 2023 to now
- UnemployedMar 2022 to Aug 2023
- Charles Schwab & Co., Inc.Jun 2019 to Mar 2022
- Bank of America,N.A.Feb 2017 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Jul 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Investology Inc.
$250MAssets managed
450Clients
4Advisers
2 yearsIn 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
- 6638876
- Firm CRD
- 130408