Orlando Marcelino Diaz
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2021 to now
- Mendham Capital Management-rjfsMar 2021 to now
- Raymond James Financial Services, Inc.May 2020 to now
- Mendham Capital Management, Inc.Aug 2020 to Jun 2022
- University of Rhode IslandSep 2019 to May 2020
- Owenego Country ClubJun 2019 to Aug 2019
- Water''s Edge Resort and SpaJun 2019 to Aug 2019
- University of Rhode IslandSep 2018 to May 2019
- Water''s Edge Resort and SpaJun 2018 to Aug 2018
- University of Rhode IslandSep 2017 to May 2018
- Camp Hazen YmcaJun 2017 to Aug 2017
- Polo Ralph LaurenJan 2017 to May 2017
- Guilford High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7252726
- Firm CRD
- 149018