Shareholder, Treasurer, Secretary · D'orazio Wealth Advisors
Andrew T. Eskelsen
CRD 5859921 · Named on Form ADV at one SEC-registered adviser
At a glance
D'orazio Wealth Advisors, an SEC-registered wealth manager based in Vienna, VA with $1.4 billion in regulatory assets, lists Andrew T. Eskelsen on its Form ADV as Shareholder, Treasurer, Secretary, a control person.
Firms and roles
- D'orazio Wealth AdvisorsShareholder, Treasurer, SecretaryWealth manager · Vienna, VA · $1.4B in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeremy L. MeekShareholder; Vice President (02/2023), D'orazio Wealth Advisors
- Jennifer D. VanlandinghamVice President; Trustee of the Jayde Trust (02/2004), D'orazio Wealth Advisors
- David B TrennerShareholder; President and Chief Compliance Officer (02/2023), D'orazio Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.