Danielle Carlotta Alcide

Employer firm

Range Advisory, LLC CRD 321969

$654M regulatory AUM 1,180 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 12/2015 → 04/2021
  Tiaa
  Charlotte, NC
• 12/2015 → 04/2021
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 04/2021 → 09/2022
  Facet Wealth
  Huntersville, NC
• 09/2022 → Present
  Pylon Inc
  Mclean, VA

Previous Registrations

• 2021-04-12 → 2022-09-27
  Facet
  Pittsburgh, PA
  West Palm Beach, FL
• 2016-01-20 → 2021-03-17
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
  Philadelphia, PA
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-20
• S63 Uniform Securities Agent State Law Examination
  2009-12-28

Designations

• Certified Financial Planner

Other Names

• Danielle C Clark
• Danielle Clark
• Danielle Carlotta Clark
• Danielle Carletta Alcide