Andrew T. Eskelsen

D'ORAZIO WEALTH ADVISORS

VIENNA, VA 22182

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CRD#: 5859921

Professional summary

Andrew Todd Eskelsen, who also goes by Andrew Eskelsen, is a registered financial advisor currently at D'ORAZIO WEALTH ADVISORS located in Vienna, Virginia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 4 firms and has passed the Series 66, SIE, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Eskelsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Todd Eskelsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 20, 2020 - Present

D'ORAZIO WEALTH ADVISORS

Office #1: 8614 Westwood Center Drive Suite 310, Vienna, VA 22182

RIA

CRD#: 131976

VIENNA, VA

Past

November 4, 2014 - November 1, 2018

COMPASS POINT RESEARCH & TRADING, LLC

CRD#: 126258

WASHINGTON, DC

Past

October 15, 2012 - August 12, 2014

WEST FINANCIAL SERVICES, INC.

RIA

CRD#: 137497

MCLEAN, VA

Past

October 24, 2011 - March 30, 2012

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

ROCKVILLE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

D'ORAZIO WEALTH ADVISORS

D'ORAZIO & ASSOCIATES, INC. | SPECTRUM FINANCIAL ADVISORS, INC. | D'ORAZIO WEALTH ADVISORS

CRD#: 131976 / SEC#: 801-63706

RIA

Registered Investment Advisory firm - (12/8/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/20/2020)

IAR

Virginia
(10/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/12/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 12/19/2014

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 11/4/2014

General Securities Representative Examination

Current Firm

D'ORAZIO WEALTH ADVISORS

D'ORAZIO & ASSOCIATES, INC. | SPECTRUM FINANCIAL ADVISORS, INC. | D'ORAZIO WEALTH ADVISORS

CRD#: 131976 / SEC#: 801-63706

RIA

Registered Investment Advisory firm - (12/8/2004 Approved)

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Contact information

Main Address

8614 Westwood Center Drive Suite 310, Vienna, VA 22182

Mailing Address

Phone number

(703) 269-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,860
AUM (Assets Under Management)	$ 1,322,181,149

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrew T. Eskelsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Todd Eskelsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS POINT RESEARCH & TRADING, LLC

WEST FINANCIAL SERVICES, INC.

GUGGENHEIM DISTRIBUTORS, LLC

Primary Firm SEC Registration

D'ORAZIO WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2012

SIE

Date: 10/1/2018

Series 87

Date: 12/19/2014

Series 7

Date: 11/4/2014

Current Firm

D'ORAZIO WEALTH ADVISORS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

D'ORAZIO WEALTH ADVISORS

TRUST BUT VERIFY

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