Alexander Orlando has been an investment adviser representative at Key Client Fiduciary Advisors since July 2020, and is not listed among the firm’s executive officers or direct owners.
Key Client Fiduciary Advisors, LLC is a Fairfield, NJ firm with $896M under management, 2,272 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Alexander Orlando’s longest registration was 6 years at Wells Fargo Clearing Services, LLC (2013–2020). Before joining Key Client Fiduciary Advisors in 2020, Alexander Orlando was registered through Wells Fargo Clearing Services, LLC.
- – present · 6 yearsBonita Springs, FL · Adviser representative · Firm CRD 298240
- Realta Investment Advisors, Inc– · 3 yearsOradell, NJ · Adviser representative · Firm CRD 134952
- Wells Fargo Clearing Services, LLC– · 6 yearsNew York, NY · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Alexander Orlando is registered as an investment adviser representative in 2 states. The first approvals date from July 2020; the most recent is Texas, in December 2020.
- New JerseySince 9 July 2020
- TexasSince 8 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 December 2013 |
| Series 7 | General Securities Representative Examination | 15 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexander Daniel Orlando
- CRD
- 6083042
- Firm
- Key Client Fiduciary Advisors · CRD 298240
- Office
- Bonita Springs, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexander Orlando work?
Alexander Orlando is an investment adviser representative registered through Key Client Fiduciary Advisors, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Alexander Orlando a financial advisor?
Yes. Alexander Orlando has a current investment-adviser registration in New Jersey and Texas, through Key Client Fiduciary Advisors since July 2020.
How many years of experience does Alexander Orlando have?
Alexander Orlando has 13 years in the financial industry, since October 2013, across 3 adviser firms.
What exams has Alexander Orlando passed?
Alexander Orlando has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2013. FINRA credited Alexander Orlando with the SIE, which began in October 2018.
Where did Alexander Orlando work before Key Client Fiduciary Advisors?
Before Key Client Fiduciary Advisors, Alexander Orlando was registered through Wells Fargo Clearing Services, LLC, December 2013 to July 2020.
Where is Alexander Orlando based?
Alexander Orlando’s registered office is in Bonita Springs, FL.
Is Alexander Orlando registered with FINRA?
No. Alexander Orlando has no current broker registration.
How can I verify Alexander Orlando’s record?
Search CRD 6083042 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Orlando’s full registration record.
