Danielle C. Alcide

RANGE ADVISORY

MCLEAN, VA 22102

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CRD#: 5730661

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Carletta Alcide | Danielle C Clark | Danielle Carlotta Clark | Danielle Clark

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Carlotta Alcide's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 26, 2022 - Present

RANGE ADVISORY, LLC

Office #1: 8270 Greensboro Drive Suite 910, Mclean, VA 22102

RIA

CRD#: 321969

MCLEAN, VA

Past

April 12, 2021 - September 27, 2022

FACET

RIA

CRD#: 285961

Pittsburgh, PA

Past

January 20, 2016 - March 17, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

Charlotte, NC

Past

January 5, 2016 - March 17, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

Charlotte, NC

Past

September 24, 2014 - December 9, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEWARK, DE

Past

April 8, 2011 - July 25, 2014

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

November 17, 2009 - October 7, 2010

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, DE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/18/2023)

IAR

Texas
(6/18/2023)

IAR

Virginia
(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

State Security Law Exam

IAR

Series 65

Date: 1/20/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/28/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/16/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone number

(703) 261-4126

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE AUGUST 2025 (8/5/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 268,976,800

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.

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Advisor Monitoring

Firm Stability Insights

Danielle C. Alcide

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Carlotta Alcide's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACET

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

VANGUARD MARKETING CORPORATION

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

RANGE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/2016

Series 63

Date: 12/28/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2011

Series 6

Date: 11/16/2009

Current Firm

RANGE ADVISORY, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE ADVISORY, LLC

TRUST BUT VERIFY

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