Alexander
Orlando
Coastal Investment Advisors
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About this Advisor
Alexander Orlando is a certified financial planner who works in Oradell, New Jersey, who has 3 years of relevant experience. Orlando is an employee of Coastal Investment Advisors. Their career trajectory has included roles at Wells Fargo Advisors, Key Client Fiduciary Advisors, LLC, Fordham University, Coastal Equities, Inc, Coastal Investment Advisors, Inc and Wells Fargo Clearing Services, LLC. Orlando has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Texas. Coastal Investment Advisors is an advisory firm based out of Wilmington, DE. The firm has offices in 57 locations and a total of 77 people on staff. It handles $781 million in assets among its 3,760 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm serves three charities and foundations. Of its 3,760 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a diverse array 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 publication of newsletters. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees charged by Coastal Investment Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastal Investment Advisors Brokerage Details
$780,734,272
77
3,760
$207,642
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
- Publication of periodicals or newsletters
Alexander Orlando Work History
Alexander has been registered as a financial advisor for 3 years.*
Key Client Fiduciary Advisors, LLC
Coastal Equities, Inc
Coastal Investment Advisors, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Fordham University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Orlando to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
