Danielle Carlotta Alcide
Investment adviser representative at Range Advisory, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Range Advisory, LLCJun 2023 to now
- Pylon IncSep 2022 to now
- Facet WealthApr 2021 to Sep 2022
- TIAADec 2015 to Apr 2021
- TIAA-CREF Individual & Institutional Services, LLCDec 2015 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, VA).
Range Advisory, LLC
$1.4BAssets managed
1,773Clients
30Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5730661
- Firm CRD
- 321969