Adviser and broker representative · Mendham Capital Management, Inc.
Orlando M. Diaz
CRD 7252726 · Basking Ridge, NJ
At a glance
Orlando M. Diaz is an investment adviser representative with Mendham Capital Management, Inc. in Basking Ridge, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Orlando’s SEC record dates to 2021, about 5 years ago. Orlando is also registered as a broker representative.
Current advisory firms
- Mendham Capital Management, Inc.Since October 2023Basking Ridge, NJ · State-registered or not in the SEC’s list
- Raymond James Financial Services Advisors, Inc.Since March 2021Basking Ridge, NJ · $390B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Orlando’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Mendham Capital Management, Inc.
- Robert J. BurkeBasking Ridge
- Kerry L. MellottBasking Ridge
- William F. Burke Jr.Mendham · Certified Financial Planner, Chartered Financial Consultant
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