Cally Orlando

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2014 → 09/2016
  Meyers Associates Lp
  New York, NY
• 09/2016 → 01/2021
  Wells Fargo Clearing Services Llc
  Melville, NY
• 04/2021 → 06/2022
  Wells Fargo Advisors Financial Network Llc
  Melville, NY
• 03/2023 → Present
  Merrill Lynch
  Melville, NY
• 07/2022 → 02/2023
  Conventionplanit.cOm
  Hagerstown, MD
• 06/2023 → Present
  Bank Of America Na
  Melville, NY
• 08/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2023-05-05 → 2024-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 2021-05-18 → 2022-07-19
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY
• 2016-11-29 → 2020-12-08
  Wells Fargo Clearing Services, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2016-11-28
• S63 Uniform Securities Agent State Law Examination
  1992-04-27

Other Names

• Cally Christina Moskouris
• Cally Orlando
• Cally Christina Moskouris
• Cally Christina Orlando