Jared Stephen Dorazio

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 03/2018
  Rbc Wealth Management
  Richmond, VA
• 03/2018 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 03/2018 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2016-03-28 → 2018-03-14
  Rbc Capital Markets, Llc
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2016-03-23

Other Names

• Jared Stephen Dorazio
• Jared Stephen D'ORazio