Unclaimed
Sebastian Andres Florero is an Investment Advisor Representative at D'orazio & Associates, Inc., located in FALLS CHURCH, VA. Sebastian Andres Florero has been in the industry since July 2023 and has a Series 65 license. The advisor specializes in Portfolio Management for Individuals and Financial Planning. The firm has regulatory assets under management of $1,322,181,149. D'orazio & Associates, Inc. primarily serves high-net-worth individuals and individuals other than high-net-worth, and their clients' assets are managed on a discretionary basis.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Percentage of retirement plan consulting assets
1
2
VA
08/02/2024 - Present
D'orazio & Associates, Inc. (FALLS CHURCH VA)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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