David B Trenner
Investment adviser representative at D'orazio Wealth Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you David B Trenner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- D'orazio Wealth AdvisorsMay 2013 to now
- D'orazio & Associates, Inc.Jun 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
D'orazio Wealth Advisors
Legal name: D'orazio & Associates, Inc.
$1.4BAssets managed
291Clients
9Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6135842
- Firm CRD
- 131976