D'orazio & Associates, Inc.

D'orazio & Associates, Inc. (CRD# 131976) is a financial advisory firm headquartered in Falls Church, VA. They manage $782,852,622 in 1,253 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    783
    MILLION
  • Total Number of Accounts
    1,253
    ACCOUNTS
  • Average Account Value
    $624,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, MD, NY, TX, VA

Financial Advisors at D'orazio & Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Joseph A. Dorazio
CRD#: 2097189
7600 Leesburg Pike, Suite 460 East, Falls Church, VA 22043
96
Wealthminder
score

Joseph Dorazio (CRD# 2097189) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 26 years of experience in the finance industry. Joseph Dorazio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeremy L. Meek
CRD#: 5383540
7600 Leesburg Pike, Suite 460 East, Falls Church, VA 22043
96
Wealthminder
score

Jeremy Meek (CRD# 5383540) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 9 years of experience in the finance industry. Jeremy Meek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jennifer D. Vanlandingham
CRD#: 4530553
7600 Leesburg Pike, Suite 460 East, Falls Church, VA 22043
96
Wealthminder
score

Jennifer Vanlandingham (CRD# 4530553) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 14 years of experience in the finance industry. Jennifer Vanlandingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David B. Trenner
CRD#: 6135842
7600 Leesburg Pike, Suite 460 East, Falls Church, VA 22043
89
Wealthminder
score

David Trenner (CRD# 6135842) is an Investment Advisor Representative working at D'orazio & Associates, Inc. in Falls Church, VA and has over 3 years of experience in the finance industry.

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