TrueAdvisor
TrueAdvisor
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CFP
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CFP

Nicholas Orenduff

Planmember Securities Corporation
21 Years of Experience
Richmond, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Nicholas Orenduff is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Richmond, VA, with 21 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
445 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1500 Forest Avenue, Suite 114, Richmond, VA, 23229

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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 6 mos
Planmember Securities Corporation
April 2019 - Present · 7 yrs 6 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 Registrations7 states
CAFLNCNYSCVAVT
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.
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