David TrennerCRD Number: 6135842
Current Firm: D'orazio & Associates, Inc.
David Trenner (CRD# 6135842) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|D'orazio & Associates, Inc.||Falls Church, VA||Jun 2012 - Current||5|
|High Point University||High Point, NC||Aug 2008 - May 2012||3|
|D'orazio & Associates, Inc.||Falls Church, VA||May 2011 - Aug 2011||< 1|
|Reservoir High School||Fulton, MD||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management783MILLIONS
Total Number of Accounts1,253ACCOUNTS
Average Account Value$624,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, DC, FL, MD, NY, TX, VA