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Current Employers
Key Client Fiduciary Advisors, Llc

363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-08
NJ RA APPROVED 2020-07-09
  • TX RA
    APPROVED
    Since 2020-12-08
  • NJ RA
    APPROVED
    Since 2020-07-09

Branch Locations

363 Route 46 West Suite 300, Fairfield, NJ 07004 • United States

Bonita Springs, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors New York NY 09/2013 11/2016
Key Client Fiduciary Advisors, Llc Fairfield NJ 07/2020 Present
Realta Equities, Inc. Wilmington DE 07/2020 Present
Realta Investments Advisors, Inc. Wilmington DE 07/2020 Present
Wells Fargo Clearing Services, Llc New York NY 11/2016 07/2020
Previous Registrations
Other Businesses

1. REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. 2. Key Client Fiduciary Advisors, LLC; Investment-related; Investment Advisor Rep; Compensation in the form of fees; 7/2/2020; 120 hrs/mo all during trading. 3. Fixed insurance sales and service; Investment-related; insurance agent; Compensation in the form of commissions; 4 hrs/mo all during trading 4. dba Tributary Wealth Management; 550 Kinderkamack Rd Ste 127 Oradell, NJ 07649; tributarywm.com; commissions and advisory fees; 40+ hours during trading hours. 2. Millenia Capital; Investor; Investment Related; 41 Madison Ave New York NY 10010; Description: Millenia Capital invests in private companies. I have invested in one of their recent private offerings; 2024-01-01; 0 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-10
  • S66 Uniform Combined State Law Examination
    2013-12-10
Designations
Other Names
  • Alexander Daniel Orlando
  • Alex Orlando

View on SEC IAPD

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