Giancarlo Dorazio, financial advisor Pittsburgh PA
90 score

Giancarlo Dorazio

CRD Number: 6109411
Current Firm: Advice And Planning Services

Giancarlo Dorazio (CRD# 6109411) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Pittsburgh, PA Jun 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Pittsburgh, PA Jun 2014 - Current 2
Straightline Group Troy, MI Jan 2012 - May 2014 2
Health Benefit Services Coraopolis, PA Jun 2009 - Dec 2011 2
Banker's Life And Casualty Greentree, PA Oct 2008 - Jun 2009 < 1
American Income Life Pittsburgh, PA Jul 2008 - Oct 2008 < 1
Fedex Coraopolis, PA May 2007 - Jul 2008 1
Laird Plastics Gibsonia, PA Jan 2007 - May 2007 < 1
Advantage Construction Murraysville, PA Aug 2006 - Jan 2007 < 1
Extreme Fitness Ii Greentree, PA Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Giancarlo Dorazio
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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