Timothy Dorazio, financial advisor King Of Prussia PA

Timothy Dorazio

CRD Number: 6600237
Current Firm: Independence Square Holdings, LLC

Timothy Dorazio (CRD# 6600237) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC King Of Prussia, PA Dec 2021 - Current 2
Independence Square Advisors King Of Prussia, PA Nov 2021 - Current 2
Unemployed Warrengton, PA Feb 2021 - Nov 2021 < 1
Keybank Lansdale, PA Jun 2017 - Feb 2021 3
Key Investment Services LLC Plymouth Meeting, PA Jun 2017 - Feb 2021 3
Pnc Bank Ambler, PA Aug 2016 - Jun 2017 < 1
Pnc Investments Pittsburgh, PA Aug 2016 - Jun 2017 < 1
Whitemarsh Valley Country Club Lafayette Hill, PA Apr 2007 - May 2017 10
Scottrade Inc. Wayne, PA Jan 2016 - Aug 2016 < 1
Pnc National Bank Hatboro, PA May 2015 - Jan 2016 < 1
Transnoble Logistics Pipersville, PA Feb 2013 - May 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2023
S63 Uniform Securities State Law Examination May 2016
Contact Info for Timothy J. Dorazio
Phone Number: 610-520-1500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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