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Orlando Sthory

Advisor at Navy Federal Investment Services, LLC

Updated today

Location

Miami, FL 33181

Credentials

Series 63, Series 65

Industry experience

9 years

About

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors and Grove Wealth Management, Inc. He volunteers with the Greater Miami Chamber of Commerce, engaging in networking and business education within the local community. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party managers on the Envestnet platform and provides ongoing account monitoring, rebalancing, and optional overlay services.

Client services

Based on Navy Federal Investment Services, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Navy Federal Investment Services, LLC

ESG / Sustainable investing Wealth management Tax-loss harvesting

Occupation focus

Based on Navy Federal Investment Services, LLC

Retired

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Fee options

Fixed

Digital Investor Automated Portfolios product: fixed fee $3.50 per month.

Percentage

$0 - $250,000: Total fees range from approximately 0.75% to 1.35% depending on the third-party portfolio manager and program $250,000 - $500,000: Approximately 0.68% to 1.15% total fees depending on manager $500,000 - $1,000,000: Approximately 0.50% to 0.95% total fees depending on manager $1,000,000 - $2,000,000: Approximately 0.50% to 0.84% total fees depending on manager $2,000,000+: Approximately 0.50% to 0.90% total fees depending on manager

Commissions

Clients may also engage IARs as registered representatives of the broker-dealer to purchase commission-based securities products separately from advisory services.

Other

Account minimum: $50,000 to $1,000,000 depending on program and third-party portfolio manager (e.g., $50,000 for most programs, $150,000 for UMA, $1,000,000 for Private Wealth Consulting) Minimum fee: Minimum annual platform fees: $50 for SMA and UMA accounts, $25 for Fund Strategist Portfolios; initial account minimums typically $50,000 to $1,000,000

Location

14583 Biscayne Blvd

Miami, FL 33181

Most active in

Florida

Work history

Navy Federal Investment Services, LLC

2024 - Present (2 years)

Navy Federal Financial Group, LLC

2024 - Present (2 years)

Equitable Advisors

2022 - 2023 (1 year)

Orlando Sthory

2018 - Present (8 years)

Grove Wealth Management, Inc.

2015 - 2022 (7 years)

Winestico Consultants, LLC

2012 - 2023 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Veronica P

Series 66

Coral Gables, FL

My Investment Path

Veronica Parellada Eller is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation with two years of industry experience. Her background includes roles at Magistrelli Mortgages LLC, RainMaker Securities, and Northwestern Mutual Life Insurance Company. She is also the CEO of American Insurance Florida Agency, which offers life, health, disability, long-term care, and annuities contracts. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of cyclical analysis, modern portfolio theory, and technical analysis, offering a diverse range of investment options including mutual funds, real estate funds, ETFs, and venture capital funds.

Annuities Real estate investing College savings (529s, UTMA, etc.)
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 14 years of industry experience. He holds a Series 65 designation and has been involved with MULTUS LLC, First Capital & Supplies, and MULTUS Consulting since 2009-2010. He is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services to high-net-worth individuals and private companies, combining macroeconomic analysis with fundamental research across a diverse range of securities. The firm serves a meaningful non-U.S. client base and incorporates sovereign and emerging-market instruments in its investment approach.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Luciano D

Series 65, Series 66

Aventura, FL

Sardona Global Advisors LLC

Luciano Duque is a financial advisor at Sardona Global Advisors LLC based in Jacksonville, FL, holding Series 65 and Series 66 licenses with over 15 years of experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley, as well as leadership at Latinpago and Duque Investment Group. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, while also serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach, conducting due diligence and oversight of sub-advisers and offering additional services such as private fund administration and corporate management.

Private / alternative investments Multi-state taxation Real estate investing
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