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Daniel Robert D'orazio

Scharf Investments, LLC

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About Daniel Robert D'orazio

Daniel Robert D'orazio is an investment advisor representative at Scharf Investments, LLC and Parallel Advisors, LLC. Daniel is registered with the state of California and Texas and holds the Series 65 license. Daniel has been in the industry since 2006. Daniel specializes in portfolio management for individuals, businesses and investment companies, as well as financial planning. Daniel is also a registered representative with Scharf Investments, LLC.

Firm Information

Daniel D'orazio is currently registered with Scharf Investments, LLC. Scharf Investments, LLC is an investment advisor headquartered in Los Gatos, California. The firm provides a range of advisory services, including financial planning, portfolio management for individuals, businesses, and investment companies, and model recommendations. Scharf Investments manages over $4.5 billion in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, and other investment advisors. The firm is registered with the SEC and its SEC number is 801-18799.
Scharf Investments, LLC

16450 LOS GATOS BOULEVARD, SUITE 207

LOS GATOS, CA 95032

$4.54B

Assets Under Management

Not reported

Total Clients

11

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model recommendations

Model recommendations

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel D'orazio’s Registration & Firm History

CA

03/23/2021 - Present

Scharf Investments, LLC (LOS GATOS CA)

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Licenses & Designations

IA

Issued 11/08/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Robert D'orazio.
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