Anthony Orlando, financial advisor Oradell NJ

Anthony Orlando

CRD Number: 1839632
Current Firm: Anthony J. Orlando Inc.
Anthony Orlando (CRD# 1839632) is an Investment Advisor Representative working at Anthony J. Orlando Inc. in Oradell, NJ and has over 26 years of experience in the finance industry. Anthony Orlando has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Edgewater, NJ Mar 2000 - Current 24
Anthony J. Orlando, Inc. Oradell, NJ Jun 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
Contact Info for Anthony J. Orlando
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $182,779
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

NJ, TX

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