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Joseph Anthony Dorazio

D'orazio & Associates, Inc.

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About Joseph Anthony Dorazio

Joseph Anthony Dorazio is a Certified Financial Planner® who has been in the industry since November 2004. He is registered as an Investment Advisor Representative in Texas and Virginia. Joseph works with D'orazio & Associates, Inc. where he provides financial planning and portfolio management for individuals and high-net-worth individuals. He is a well-established advisor with a strong track record of serving clients.

Firm Information

Joseph Dorazio 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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Joseph Dorazio’s Registration & Firm History

VA

12/13/2004 - Present

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

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Licenses & Designations

IA

Issued 11/19/1990

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Anthony Dorazio.
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