Anthony Orlando
Anthony Orlando is a CFP-designated registered investment advisor at Anthony J. Orlando INC., based in Oradell, NJ, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 178 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.75% |
| $750K - $1.3M | 0.50% |
| $1.3M - $5.0M | 0.40% |
| $5.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
This fee is negotiable.
Fee Estimator
Location
617 Oradell Ave - Suite 4, Oradell, NJ, 07649
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is the owner and president of Anthony J. Orlando, Inc., a registered investment advisor. He also sells life, health, disability, and long-term care insurance, dedicating about 40% of his time to these activities.
Employment History
Current Registrations
Anthony J. Orlando INC.
Osaic Wealth, INC.Broker
Previous Registrations
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations16 states
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