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Orlando Marcelino Diaz

Mendham Capital Management, Inc.

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About Orlando Marcelino Diaz

Orlando Marcelino Diaz is a financial advisor who has been working in the industry since March 2021. Orlando is registered with both FINRA and the state of New Jersey, and is also registered as an investment advisor representative in Connecticut and New Jersey. Orlando is currently employed by Mendham Capital Management, Inc. and Raymond James Financial Services Advisors, Inc., providing financial advice to clients. Orlando is also involved in a business as an advisor with Mendham Capital Management - RJFS. Orlando holds the Series 7TO and Series 66 licenses.

Firm Information

Orlando Diaz is currently registered with Mendham Capital Management, Inc.. Mendham Capital Management, Inc. is a firm with 5 licensed agents, investment advisor representatives, registered representatives, and investment advisory functions. They offer financial planning, educational seminars, and general consulting services/seminars. The firm does not participate in wrap fee programs.

Not reported

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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general consulting services/seminars

General consulting services/seminars

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Orlando Diaz’s Registration & Firm History

NJ

10/26/2023 - Present

Mendham Capital Management, Inc. (BASKING RIDGE NJ)

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Licenses & Designations

BOTH

Issued 02/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Orlando Marcelino Diaz.
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