Danielle Carlotta Alcide
CFP®Professional Summary
Danielle Carlotta Alcide, CFP®, who also goes by Danielle Carletta Alcide, Danielle C Clark, Danielle Carlotta Clark, Danielle Clark, is a registered financial advisor currently at RANGE ADVISORY, LLC located in Mclean, Virginia. Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Danielle has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Danielle Carletta Alcide, Danielle C Clark, Danielle Carlotta Clark, Danielle Clark
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC
Contact Information
Main Address
8270 Greensboro Drive Suite 910, Mclean, VA 22102Mailing Address
440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670Phone Number
(703) 261-4126# of Employees
38SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,205AUM (Assets Under Management)
$1,388,737,633Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC
State Registrations and Notice Filings
(6/18/2023)
(6/18/2023)
(6/18/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2009About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Danielle Carlotta Alcide's CRS (Customer Relationship Summary).
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