Alexander Daniel Orlando

Employer firm

Key Client Fiduciary Advisors, LLC CRD 298240

$896M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 11/2016
  Wells Fargo Advisors
  New York, NY
• 07/2020 → Present
  Key Client Fiduciary Advisors, Llc
  Fairfield, NJ
• 07/2020 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 07/2020 → Present
  Realta Investments Advisors, Inc.
  Wilmington, DE
• 11/2016 → 07/2020
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2020-07-09 → 2024-05-23
  Realta Investment Advisors, Inc
  Oradell, NJ
  Fairfield, NJ
  Wilmington, DE
• 2013-12-12 → 2020-07-06
  Wells Fargo Clearing Services, Llc
  New York, NY

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

• S66 Uniform Combined State Law Examination
  2013-12-10

Designations

• Certified Financial Planner

Other Names

• Alexander Daniel Orlando
• Alex Orlando