TrueAdvisor
TrueAdvisor
DA
CFP
DA
CFP

Danielle Carlotta Alcide

Range Advisory, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Range Advisory, LLC
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

Location

8270 Greensboro Drive, Suite 910, Mclean, VA, 22102

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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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Employment History
Current Registrations
Range Advisory, LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Facet Wealth, INC
April 2021 - September 2022 · 1 yr 5 mos
Advice and Planning Services
January 2016 - March 2021 · 5 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2016 - March 2021 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
September 2014 - December 2015 · 1 yr 3 mos
Vanguard Marketing CorporationBroker
April 2011 - July 2014 · 3 yrs 3 mos
Pruco Securities, LLC.Broker
November 2009 - October 2010 · 11 mos
State Registrations3 states
PATXVA
Advisor
Exams
No exam information available for this advisor.