Orlando Diaz, financial advisor Basking Ridge NJ

Orlando Diaz

CRD Number: 7252726
Current Firm: Mendham Capital Management, Inc.

Orlando Diaz (CRD# 7252726) is an Investment Advisor Representative working at Mendham Capital Management, Inc. in Basking Ridge, NJ and has over 3 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Mendham Capital Management, Inc. Basking Ridge, NJ Oct 2023 - Current < 1
Raymond James Financial Services Advisors, Inc. Baskin Ridge, NJ Mar 2021 - Current 3
Mendham Capital Management-rjfs Basking Ridge, NJ Mar 2021 - Current 3
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Mendham Capital Management, Inc. Basking Ridge, NJ Aug 2020 - Jun 2022 1
University Of Rhode Island Kingston, RI Sep 2019 - May 2020 < 1
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University Of Rhode Island Kingston, RI Sep 2018 - May 2019 < 1
Water''s Edge Resort And SPA Westbrook, CT Jun 2018 - Aug 2018 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2021
Contact Info for Orlando M. Diaz
Phone Number: 908-204-1234
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

NJ

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