Unclaimed Profile

David B Trenner

D'ORAZIO & ASSOCIATES, INC.·FALLS CHURCH, Virginia

Series 65Clean record13 years registeredD'ORAZIO & ASSOCIATES, INC.

7600 LEESBURG PIKE, FALLS CHURCH, VA 22043-2004CRD# 6135842Firm CRD# 131976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David B Trenner · FALLS CHURCH, VA

Registration

CRD #6135842 · D'ORAZIO & ASSOCIATES, INC. · 13 years registered

Brand Profile

Not yet started

Career History

D'ORAZIO WEALTH ADVISORS

May 2013 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 29, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D'ORAZIO & ASSOCIATES, INC.

CRD 131976 · SEC 801-63706

AUM

$1.2B

Regulatory assets under management

Employees

1,741 client accounts

Services offered by D'ORAZIO & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at D'ORAZIO & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does David B Trenner offer?

David B Trenner specializes in Financial Planning, Investment Management. Contact their office in FALLS CHURCH, Virginia for a consultation.

What are David B Trenner's credentials?

David B Trenner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David B Trenner located?

David B Trenner is based in FALLS CHURCH, Virginia, working with D'ORAZIO & ASSOCIATES, INC.. Their office serves clients in the FALLS CHURCH metropolitan area and surrounding communities.

How does David B Trenner charge for services?

David B Trenner's firm is compensated through subscription fees, other: percentage of retirement plan consulting assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is D'ORAZIO & ASSOCIATES, INC.?

D'ORAZIO & ASSOCIATES, INC. has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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