AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JO

Jeffrey M. Orlando

MML STRATEGIC DISTRIBUTORS
New Cumberland, PA
Some features on this profile are disabled
CRD#: 2370766
JO

Professional summary

Jeffrey Michael Orlando, who also goes by Jeffrey M Orlando, is a registered financial professional currently at MML STRATEGIC DISTRIBUTORS, LLC located in New Cumberland, Pennsylvania.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey M 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.
1.) WEALTHVEST - 2/22/21 - 2485 Manley Road, Suite A, Bozeman, MT 59715 - External Wholesaler, Call on financial professionals, Invt Rel, Insurance busness, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/21/22 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RIA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Michael 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®
None

Experience

Current

March 17, 2025 - Present

MML STRATEGIC DISTRIBUTORS, LLC

BD
CRD#: 168638
New Cumberland, PA
Past

January 10, 2024 - March 14, 2025

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
Cary, NC
Past

January 2, 2024 - March 14, 2025

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
SCHAUMBURG, IL
Past

January 24, 2022 - December 31, 2023

TLG ADVISORS, INC.

RIA
CRD#: 111052
Bozeman, MT
Past

January 21, 2022 - December 31, 2023

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

December 20, 2017 - March 11, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
MORRISVILLE, NC
Past

November 20, 2017 - March 11, 2020

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
MORRISVILLE, NC
Past

April 8, 2015 - October 5, 2016

HATTERAS INVESTMENT PARTNERS, LP

RIA
CRD#: 170628
RALEIGH, NC
Past

April 8, 2015 - October 5, 2016

HATTERAS CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 143365
RALEIGH, NC
Past

January 30, 2015 - February 27, 2015

EDWARD JONES

RIA
CRD#: 250
CARY, NC
Past

November 17, 2014 - February 27, 2015

EDWARD JONES

BD
CRD#: 250
CARY, NC
Past

September 11, 1996 - September 25, 1996

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

September 9, 1993 - August 6, 1996

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(3/17/2025)
RR
Georgia
(3/17/2025)
RR
Kentucky
(3/17/2025)
RR
North Carolina
(3/17/2025)
RR
South Carolina
(3/17/2025)
RR
Tennessee
(3/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/8/1993
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MML STRATEGIC DISTRIBUTORS, LLC
MML STRATEGIC DISTRIBUTORS, LLC

CRD#: 168638 / SEC#: , 8-69322

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1295 State Street, Springfield, MA 01111-0001
Mailing Address
1295 State Street, Springfield, MA 01111-0001
Phone number
(413) 744-4528
Established
Delaware since 06/07/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYMEMBER
BAGGETTA, VINCENT COSIMOCHIEF RISK OFFICER2431743
BLUE, DOMINICDIRECTOR7323924
CRADDOCK, GEOFFREYDIRECTOR1444771
DIGANGI, MATTHEW TCHIEF EXECUTIVE OFFICER AND PRESIDENT3229894
DUCH III, EDWARD KARLCHIEF LEGAL OFFICER, SECRETARY AND VICE PRESIDENT4808341
PUHALA, JAMESVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER5290483
REILLY, JENNIFER RHODESDIRECTOR3243154
RISPOLI, FRANK JOSEPHCHIEF FINANCIAL OFFICER AND TREASURER4364402

Disclosures

Regulatory Event1

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

MML STRATEGIC DISTRIBUTORS, LLC

CRD#: 168638New Cumberland, PA

TRUST BUT VERIFY

Monitor Jeffrey Orlando

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.