Omar H. Barakat

INVESTOLOGY

RESTON, VA 20191

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CRD#: 6638876

Professional summary

Omar Hazem Barakat, who also goes by Omar Barakat, Omar H Barakat, is a registered financial advisor currently at INVESTOLOGY INC. located in Reston, Virginia.

Omar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Omar has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Omar Barakat | Omar H Barakat

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Omar Hazem Barakat's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 24, 2026 - Present

INVESTOLOGY INC.

Office #1: 1939 Roland Clarke Place Suite 350, Reston, VA 20191

RIA

CRD#: 130408

RESTON, VA

Past

August 24, 2023 - April 15, 2024

LEGACY WEALTH MANAGEMENT INC.

RIA

CRD#: 173453

MANASSAS, VA

Past

July 19, 2019 - March 16, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Alexandria, VA

Past

July 19, 2019 - March 16, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Alexandria, VA

Past

November 7, 2016 - March 25, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALEXANDRIA, VA

Past

July 26, 2016 - March 25, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALEXANDRIA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESTOLOGY INC.

CRD#: 130408 / SEC#: 801-130627

RIA

Registered Investment Advisory firm - (8/30/2024 Approved)

Maryland

Registered Investment Advisory firm - (8/11/2017 Approved)

Virginia

Registered Investment Advisory firm - (5/18/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/24/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/5/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2016

General Securities Representative Examination

Current Firm

INVESTOLOGY INC.

CRD#: 130408 / SEC#: 801-130627

RIA

Registered Investment Advisory firm - (8/30/2024 Approved)

Maryland

Registered Investment Advisory firm - (8/11/2017 Approved)

Virginia

Registered Investment Advisory firm - (5/18/2004 Approved)

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Contact information

Main Address

1939 Roland Clarke Place Suite 350, Reston, VA 20191

Mailing Address

Phone number

(703) 429-1975

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTOLOGY WEALTH MANAGEMENT (3/3/2025)

Regulatory assets under management

Total Number of Accounts	425
AUM (Assets Under Management)	$ 200,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Omar H. Barakat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Omar Hazem Barakat's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTOLOGY INC.

LEGACY WEALTH MANAGEMENT INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INVESTOLOGY INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2016

Current Firm

INVESTOLOGY INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESTOLOGY INC.

TRUST BUT VERIFY

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