Omar Barakat
Advisor at Investology Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Based on Investology Inc.
Wealth management
Real estate investing
Passive / index investing
General retirement planning
Fee options
$0 - $500,000: 1.65% $500,001 - $1,000,000: 1.45% $1,000,001+: 1.25%
Location
1939 Roland Clarke Place Suite 350
Reston, VA 20191
Most active in
Omar B has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Investology Inc
2026 - Present (1 year)
Legacy Wealth Management Inc.
2023 - Present (3 years)
Legacy Associates Inc.
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Charles Schwab & Co., Inc.
2019 - 2022 (3 years)
Bank of America,N.A.
2017 - 2019 (2 years)
Merrill Lynch, Pierce, Fenner & Smith Inc.
2016 - 2019 (3 years)
Merrill Lynch, Pierce, Fenner & Smith, Inc.
2016 - 2019 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Christopher R
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Kartik P
Series 65
Brambleton, VA
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David H
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Justin Z
Series 65
Vienna, VA
Solution Factory, LLC
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