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Duane Randall Dorazio

Conestoga Capital Advisors, LLC

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About Duane Randall Dorazio

Duane Randall Dorazio is a financial advisor at Conestoga Capital Advisors, LLC, located in Wayne, Pennsylvania. Duane has over 25 years of experience in the financial services industry and has held previous positions with INCAP Securities, Inc., M&T Securities, Inc., Keystone Brokerage, LLC, Tucker Anthony Incorporated, and Hopper Soliday & Co., Inc. Duane specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Duane is registered with the state of Pennsylvania as an Investment Advisor Representative.

Firm Information

Duane Dorazio is currently registered with Conestoga Capital Advisors, LLC. Conestoga Capital Advisors, LLC is an investment advisor located in WAYNE, PA. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. The firm manages approximately $8.8 billion in assets.
Conestoga Capital Advisors, LLC

CROSSPOINT AT VALLEY FORGE

WAYNE, PA 19087

$8.76B

Assets Under Management

26

Total Clients

9

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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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.

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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Duane Dorazio’s Registration & Firm History

PA

11/20/2001 - Present

Conestoga Capital Advisors, LLC (WAYNE PA)

MD

11/13/2002 - 08/04/2003

INCAP SECURITIES, INC. (BALTIMORE MD)

MD

10/07/2000 - 09/24/2001

M&T SECURITIES, INC. (BALTIMORE MD)

PA

07/03/2000 - 10/07/2000

KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)

MA

01/20/1999 - 05/19/2000

TUCKER ANTHONY INCORPORATED (BOSTON MA)

PA

08/29/1996 - 01/22/1999

HOPPER SOLIDAY & CO., INC. (LANCASTER PA)

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Licenses & Designations

BOTH

Issued 10/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/28/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Duane Randall Dorazio.
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