Alexander D. Orlando

KEY CLIENT FIDUCIARY ADVISORS

Bonita Springs, FL

CRD#: 6083042

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Professional summary

Alexander Daniel Orlando, CFP®, who also goes by Alex Orlando, is a registered financial advisor currently at KEY CLIENT FIDUCIARY ADVISORS, LLC located in Bonita Springs, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alexander has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Daniel Orlando'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

July 9, 2020 - Present

KEY CLIENT FIDUCIARY ADVISORS, LLC

RIA

CRD#: 298240

Bonita Springs, FL

Past

July 9, 2020 - May 23, 2024

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

Oradell, NJ

Past

July 2, 2020 - May 23, 2024

REALTA EQUITIES, INC.

CRD#: 23769

Oradell, NJ

Past

December 12, 2013 - July 6, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEW YORK, NY

Past

October 15, 2013 - July 6, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEW YORK, NY

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".

KEY CLIENT FIDUCIARY ADVISORS, LLC

CJE FINANCIAL | TRIBUTARY WEALTH MANAGEMENT | KEY CLIENT FIDUCIARY ADVISORS, LLC | FOREMOST ADVISORS WEALTH MANAGEMENT

CRD#: 298240 / SEC#: 801-114010

RIA

Registered Investment Advisory firm - (9/21/2018 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

New Jersey
(7/9/2020)

IAR

Texas
(12/8/2020)

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 66

Date: 12/10/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2013

General Securities Representative Examination

Current Firm

KEY CLIENT FIDUCIARY ADVISORS, LLC

CJE FINANCIAL | TRIBUTARY WEALTH MANAGEMENT | KEY CLIENT FIDUCIARY ADVISORS, LLC | FOREMOST ADVISORS WEALTH MANAGEMENT

CRD#: 298240 / SEC#: 801-114010

RIA

Registered Investment Advisory firm - (9/21/2018 Approved)

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Contact information

Main Address

363 Route 46 West Suite 300, Fairfield, NJ 07004

Mailing Address

Phone number

(973) 244-4142

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts	2,195
AUM (Assets Under Management)	$ 896,330,281

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

Alexander D. Orlando

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Daniel Orlando's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

KEY CLIENT FIDUCIARY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2013

Current Firm

KEY CLIENT FIDUCIARY ADVISORS, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEY CLIENT FIDUCIARY ADVISORS, LLC

TRUST BUT VERIFY

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