Unclaimed Profile

Jeremy Lynn Meek

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

Series 65Clean record19 years registeredD'ORAZIO & ASSOCIATES, INC.

7600 LEESBURG PIKE, FALLS CHURCH, VA 22043-2004CRD# 5383540Firm CRD# 131976

Profile Verification

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

Identity

Jeremy Lynn Meek · FALLS CHURCH, VA

Registration

CRD #5383540 · D'ORAZIO & ASSOCIATES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

D'ORAZIO WEALTH ADVISORS

Aug 2014 – present

WEST FINANCIAL SERVICES, INC.

Jun 2012 – Aug 2014

MCLEAN, VA

D'ORAZIO & ASSOCIATES, INC.

Jul 2007 – Apr 2011

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 18, 2007

Years registered · 19

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 Jeremy Lynn Meek offer?

Jeremy Lynn Meek specializes in Financial Planning, Investment Management. Contact their office in FALLS CHURCH, Virginia for a consultation.

What are Jeremy Lynn Meek's credentials?

Jeremy Lynn Meek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremy Lynn Meek located?

Jeremy Lynn Meek 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 Jeremy Lynn Meek charge for services?

Jeremy Lynn Meek'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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