Alexander Daniel Orlando
Investment Adviser Representative at KEY Client Fiduciary Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Daniel Orlando is an investment adviser representative with KEY Client Fiduciary Advisors, LLC in Bonita Springs, FL, where they have been registered since 2020. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Realta Investment Advisors, Inc and Wells Fargo Clearing Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey and Texas.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo AdvisorsSep 2013 – Nov 2016New York, NY
- Key Client Fiduciary Advisors, LLCJul 2020 – no end date reportedFairfield, NJ
- Realta Equities, Inc.Jul 2020 – no end date reportedWilmington, DE
- Realta Investments Advisors, Inc.Jul 2020 – no end date reportedWilmington, DE
- Wells Fargo Clearing Services, LLCNov 2016 – Jul 2020New York, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEY Client Fiduciary Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Fairfield, NJ
- SEC file number:
- 801-114010
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 11, 2026
View full firm profileOther advisors at KEY Client Fiduciary Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Daniel Orlando has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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