Daniel D'Orazio
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Daniel D'Orazio Email & Phone Number

I provide tax-efficient strategies and creative portfolio solutions for families and business owners at Parallel Advisors, LLC
Location: San Francisco Bay Area, United States, United States 8 work roles 1 school
1 work email found @paralleladvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@paralleladvisors.com
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Current company
Parallel Advisors, LLC
Role
I provide tax-efficient strategies and creative portfolio solutions for families and business owners
Location
San Francisco Bay Area, United States, United States
Company size
65 employees

Who is Daniel D'Orazio? Overview

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Quick answer

Daniel D'Orazio is listed as I provide tax-efficient strategies and creative portfolio solutions for families and business owners at Parallel Advisors, LLC, a company with 65 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at paralleladvisors.com and a matched LinkedIn profile for Daniel D'Orazio.

Daniel D'Orazio previously worked as Wealth Advisor at Parallel Advisors, Llc and Fixed Income & Client Portfolio Manager at Scharf Investments, Llc. Daniel D'Orazio holds Bachelor Of Science, Finance/Economics from St. Mary'S College Of California.

Company email context

Email format at Parallel Advisors, LLC

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*@paralleladvisors.com
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AeroLeads found 1 current-domain work email signal for Daniel D'Orazio. Compare company email patterns before reaching out.

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Profile bio

About Daniel D'Orazio

Dan D'Orazio is a Wealth Advisor and equity Partner with Parallel Advisors. Dan began his career in the Fixed Income markets where he led a strategy with over $500mm in client assets. In his current role, Mr. D'Orazio’s practice consists of assisting business owners, wealthy individuals and their families with managing their investments in the context of estate planning, tax strategies, generational wealth transitions and portfolio construction.

Listed skills include Fx, Corporates, Bonds, Fixed Income, and 13 others.

Current workplace

Daniel D'Orazio's current company

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Parallel Advisors, LLC
Parallel Advisors, Llc
I provide tax-efficient strategies and creative portfolio solutions for families and business owners
san francisco, california, united states
Website
paralleladvisors.com
Employees
65
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8 roles

Daniel D'Orazio work experience

A career timeline built from the work history available for this profile.

Fixed Income & Client Portfolio Manager

Scharf Investments, Llc

Los Gatos, California, United States

Sep 2019 - Sep 2021

Director Of Fixed Income Trading/Assistant Portfolio Manager

Kcm Investment Advisors

San Rafael, CA

Sep 2015 - Sep 2019

Research Analyst

Kcm Investment Advisors

San Rafael, CA

Sep 2007 - Sep 2008

Manager Of Trade Settlements

Kcm Investment Advisors

San Rafael, CA

Sep 2006 - Sep 2007
Team & coworkers

Colleagues at Parallel Advisors, LLC

Other employees you can reach at paralleladvisors.com. View company contacts for 65 employees →

SA Sonny Alberto Sonny Alberto Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States View → BS Benjamin Shroyer Benjamin Shroyer Colleague at Parallel Advisors, LlcMiamisburg, Ohio, United States, United States View → OB Owen Burns Owen Burns Colleague at Parallel Advisors, LlcMill Valley, California, United States, United States View → KS Kameron Smith, Cfp® Kameron Smith, Cfp® Colleague at Parallel Advisors, LlcTroy, Ohio, United States, United States View → AM Alex Morrow Alex Morrow Colleague at Parallel Advisors, LlcFort Collins, Colorado, United States, United States View → AW Austin Witherill Austin Witherill Colleague at Parallel Advisors, LlcGreater Phoenix Area, United States View → MM Matt Mcguire, Cfp® Matt Mcguire, Cfp® Colleague at Parallel Advisors, LlcDallas, Texas, United States, United States View → SW Stephen Weatherby Stephen Weatherby Colleague at Parallel Advisors, LlcDurango, Colorado, United States, United States View → KG Knud Gotterup, Aams®, Aif® Knud Gotterup, Aams®, Aif® Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States View → FL Fritz Linkner, Cfa Fritz Linkner, Cfa Colleague at Parallel Advisors, LlcSan Francisco, California, United States, United States View →
1 education record

Daniel D'Orazio education

FAQ

Frequently asked questions about Daniel D'Orazio

Quick answers generated from the profile data available on this page.

What company does Daniel D'Orazio work for?

Daniel D'Orazio works for Parallel Advisors, LLC.

What is Daniel D'Orazio's role at Parallel Advisors, LLC?

Daniel D'Orazio is listed as I provide tax-efficient strategies and creative portfolio solutions for families and business owners at Parallel Advisors, LLC.

What is Daniel D'Orazio's email address?

AeroLeads has found 1 work email signal at @paralleladvisors.com for Daniel D'Orazio at Parallel Advisors, LLC.

Where is Daniel D'Orazio based?

Daniel D'Orazio is based in San Francisco Bay Area, United States, United States while working with Parallel Advisors, LLC.

What companies has Daniel D'Orazio worked for?

Daniel D'Orazio has worked for Parallel Advisors, Llc, Scharf Investments, Llc, Kcm Investment Advisors, Lincoln Financial Advisors, and Northwestern Mutual.

Who are Daniel D'Orazio's colleagues at Parallel Advisors, LLC?

Daniel D'Orazio's colleagues at Parallel Advisors, LLC include Sonny Alberto, Benjamin Shroyer, Owen Burns, Kameron Smith, Cfp®, and Alex Morrow.

How can I contact Daniel D'Orazio?

You can use AeroLeads to view verified contact signals for Daniel D'Orazio at Parallel Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Daniel D'Orazio attend?

Daniel D'Orazio holds Bachelor Of Science, Finance/Economics from St. Mary'S College Of California.

What skills is Daniel D'Orazio known for?

Daniel D'Orazio is listed with skills including Fx, Corporates, Bonds, Fixed Income, Trading, Investment Advisory, Municipal, and Bloomberg.

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