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Danielle Carlotta Alcide

Range Advisory, LLC

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About Danielle Carlotta Alcide

Danielle Carlotta Alcide is a financial advisor with Range Advisory, LLC. Danielle has been in the industry for over 10 years and holds several licenses and certifications, including the Series 6, 7, 63, 65 licenses and is also a Certified Financial Planner. Danielle has a strong background in providing financial advice to individuals and high-net-worth clients. Danielle has experience working with a range of firms including TIAA-CREF, Prudential and J.P. Morgan Securities, LLC.

Firm Information

Danielle Alcide is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Membership dues

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Danielle Alcide’s Registration & Firm History

VA

06/18/2023 - Present

Range Advisory, LLC (MCLEAN VA)

NC

01/05/2016 - 03/17/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Charlotte NC)

DE

09/24/2014 - 12/09/2015

J.P. MORGAN SECURITIES LLC (NEWARK DE)

PA

04/08/2011 - 07/25/2014

VANGUARD MARKETING CORPORATION (MALVERN PA)

DE

11/17/2009 - 10/07/2010

PRUCO SECURITIES, LLC. (NEWARK DE)

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Licenses & Designations

IA

Issued 01/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/16/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danielle Carlotta Alcide.
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