Alexander
Orlando

Wells Fargo Clearing Services, LLC

CRD#6083042
Investment Advisor
in New York, NY
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About this Advisor

Alexander Orlando is a certified financial planner based in New York, New York, who has been in the financial industry for 15 years. Orlando is an advisor for Wells Fargo Clearing Services, LLC. The advisor has gained experience at The Iron Horse, Wells Fargo Advisors, LLC, Northwestern Mutual, Deutsche Bank, Student and Wells Fargo Clearing Services, LLC. Orlando maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Texas. Wells Fargo Clearing Services, LLC is a registered investment business operating out of New York, New York. The firm has offices in 6,557 locations and a total of 26,409 people on staff. It has $473 billion in assets under management between its 1,432,715 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice are based on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

280 Park Ave 27Th and 29Th Fls
New York, NY 10017

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

NY Average: $11,469,110,461
Total Number of Employees

26,352

NY Average: 458
Total Number of Accounts

1,434,106

NY Average: 33,415
Average Account Size

$302,067

NY Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Alexander Orlando Work History

Alexander has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2012 - 2012 (< 1 year)

Northwestern Mutual

2011 - 2011 (< 1 year)

Deutsche Bank

2007 - 2009 (2 years)

The Iron Horse

2003 - 2013 (10 years)

Student

Disclosures

Alexander Orlando has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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