NO
CFP
NO
CFP

Nicholas Orenduff

20 Years of Experience
Oviedo, FL
BrokerSells Insurance

Nicholas Orenduff is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Oviedo, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nicholas is a financial planner and owner at Orenduff & Associates, providing financial planning, investments, and insurance sales and services. This activity takes nearly all of Nicholas's time.

Employment History
Current Registrations
Planmember Securities CorporationBroker
April 2019 - Present · 7 yrs 3 mos
Planmember Securities Corporation
April 2019 - Present · 7 yrs 3 mos
Previous Registrations
Orenduff & Associates, LTD.
January 2019 - April 2019 · 3 mos
Secure Investment Management, LLC
August 2018 - January 2019 · 5 mos
Voya Financial Advisors, INC.Broker
February 2018 - March 2018 · 1 mo
Voya Financial Advisors, INC.Broker
January 2011 - October 2017 · 6 yrs 9 mos
Voya Financial Advisors, INC.
January 2011 - October 2017 · 6 yrs 9 mos
Ing Financial Advisers, LLC
September 2008 - January 2011 · 2 yrs 4 mos
Ing Financial Advisers, LLCBroker
November 2004 - January 2011 · 6 yrs 2 mos
State Registrations5 states
CAFLNYVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nicholas Orenduff - Financial Advisor | TrueAdvisor