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AO

Anthony J. Orlando

ANTHONY J. ORLANDO
ORADELL, NJ 07649
Some features on this profile are disabled
CRD#: 1839632
AO

Professional summary


Anthony John Orlando, CFP®, who also goes by Tony Orlando, is a registered financial advisor currently at ANTHONY J. ORLANDO INC. located in Oradell, New Jersey and OSAIC WEALTH, INC. located in Oradell, New Jersey.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Anthony has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Are you a "fiduciary"?
Yes

Aliases


Tony Orlando

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.
ANTHONY J. ORLANDO, INC. POSITION: Owner - President NATURE: Corporation^Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 64 START DATE: 06/01/1995 ADDRESS: 617 ORADELL AVE. SUITE 5, ORADELL NJ 07649, United States DESCRIPTION: SALES OF LIFE, HEALTH, DISABILITY, AND LONG TERM CARE INSURANCE

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony John Orlando's 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®
CFP®

Start date: 1994

Experience


Current

January 20, 2004 - Present

ANTHONY J. ORLANDO INC.

Office #1: 617 Oradell Ave - Suite 4, Oradell, NJ 07649
RIA
CRD#: 122026
ORADELL, NJ
Current

March 17, 2000 - Present

OSAIC WEALTH, INC.

Office #1: 617 Oradell Avenue Suite 5, Oradell, NJ 07649
RIA
BD
CRD#: 23131
Oradell, NJ
Past

November 23, 1988 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

November 23, 1988 - March 17, 2000

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/14/2004)
RR
Connecticut
(5/23/2000)
RR
Delaware
(10/14/2003)
RR
District of Columbia
(4/2/2020)
RR
Florida
(11/8/2019)
RR
Illinois
(6/6/2023)
RR
Maine
(1/31/2025)
RR
Massachusetts
(1/31/2025)
RR
New Hampshire
(4/27/2022)
RR
New Jersey
(3/17/2000)
IAR
New Jersey
(1/20/2004)
RR
New Mexico
(10/12/2017)
RR
New York
(3/17/2000)
IAR
New York
(5/21/2025)
RR
North Carolina
(7/11/2017)
RR
Ohio
(3/17/2000)
RR
Pennsylvania
(11/10/2005)
RR
Texas
(9/15/2020)
IAR
Texas
(3/7/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 3/3/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AJ
ANTHONY J. ORLANDO INC.
ANTHONY J. ORLANDO INC.

CRD#: 122026 / SEC#:

New Jersey
Registered Investment Advisory firm - (10/3/1994 Approved)
New York
Registered Investment Advisory firm - (5/21/2025 Approved)
Texas
Registered Investment Advisory firm - (2/21/2024 Conditional Restricted)
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Contact information


Main Address
617 Oradell Ave Suite #5, Oradell, NJ 07649
Mailing Address
Phone number
(201) 262-6000
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts360
AUM (Assets Under Management)$ 75,060,941

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.

Company Information


ANTHONY J. ORLANDO INC.

CRD#: 122026Oradell, NJ 07649

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Contact information


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