Charles Salvatore Limandri
Investment adviser representative at Orchid Advisory
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Orchid Advisory, LLCJan 2026 to now
- Matter Family OfficeJun 2019 to now
- University of Dallas, Office of AdvancementAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Orchid Advisory
Legal name: Orchid Advisory, LLC
$295.7MAssets managed
15Clients
3Advisers
3 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
- 6969804
- Firm CRD
- 327750