Bailey Marie Schmitz
Investment adviser representative at D'orazio Wealth Advisors
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
21 yearsFirm in business
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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
10 years in the industry.
- D'orazio Wealth AdvisorsMay 2023 to now
- Alpha Mortgage CorporationApr 2022 to May 2023
- EmergeorthoJan 2021 to Apr 2022
- UnemployedJul 2020 to Jan 2021
- Jamie Scott FitnessJul 2019 to Jul 2020
- MaidproMay 2018 to Jul 2019
- University of North Carolina At CharlotteAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8082503
- Firm CRD
- 131976