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David B Trenner

D'ORazio Wealth Advisors

Vienna, VA

CRD 6135842

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Employer firm

D'oRazio Wealth Advisors CRD 131976

$1.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
D'ORazio Wealth Advisors

8614 Westwood Center Drive Suite 310, Vienna, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-09
VA RA APPROVED 2013-05-29
  • TX RA
    APPROVED
    Since 2021-11-09
  • VA RA
    APPROVED
    Since 2013-05-29

Branch Locations

8614 Westwood Center Drive Suite 310, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D'ORazio & Associates, Inc. Falls Church VA 06/2012 Present
  • 06/2012 → Present
    D'ORazio & Associates, Inc.
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-28
  • S65 Uniform Investment Adviser Law Examination
    2013-05-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

More in Vienna, VA

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