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Andrew Todd Eskelsen

D'orazio & Associates, Inc.

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About Andrew Todd Eskelsen

Andrew Eskelsen is a registered Investment Advisor Representative with D'orazio & Associates, Inc. He is a Chartered Financial Analyst. Andrew has been in the industry since 2011. Prior to joining D'orazio & Associates, Inc., Andrew was a Registered Representative with Compass Point Research & Trading, LLC. Andrew also worked for Booz Allen Hamilton, in Washington, DC. Andrew Eskelsen specializes in Financial Planning and Portfolio Management for individuals.

Firm Information

Andrew Eskelsen is currently registered with D'orazio & Associates, Inc.. D'orazio & Associates, Inc. is an investment advisor headquartered in FALLS CHURCH, VA. The firm manages $1,322,181,149 in regulatory assets under management for 1,860 clients. Their advisory services include financial planning and portfolio management for individuals and high-net-worth individuals. They do not have a wrap fee program.
D'orazio & Associates, Inc.

7600 LEESBURG PIKE

FALLS CHURCH, VA 22043-2004

$1.32B

Assets Under Management

1

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Percentage of retirement plan consulting assets

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Andrew Eskelsen’s Registration & Firm History

VA

10/20/2020 - Present

D'orazio & Associates, Inc. (FALLS CHURCH VA)

DC

11/04/2014 - 11/01/2018

COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)

MD

10/24/2011 - 03/30/2012

RYDEX DISTRIBUTORS, LLC (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 10/12/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2014

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Todd Eskelsen.
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