Angelo D'orazio
Advisor at Stoney Creek Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Stoney Creek Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Rochester Hills, MI 48307
Credentials
Series 63, Series 65
Industry experience
6 years
Angelo D’orazio is a financial advisor with Stoney Creek Advisors LLC in Rochester Hills, MI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Smith and Associates, and JPMorgan Chase Bank. He serves as Treasurer on the Board of Directors for the Italian American Club of Livonia Charitable Foundation, where he helps organize cultural events and scholarship efforts. Stoney Creek Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement, model portfolios, and various analytical methods to manage accounts, offering services such as third-party money manager selection and held-away 401(k) account management.
Based on Stoney Creek Advisors LLC
$0 - $499,999: 1.75% $500,000 - $999,999: 1.60% $1,000,000 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.85% $25,000,000 - And Up: 0.75%
Insurance commissions from sale of investment products; commissions are not primary source of compensation and advisory fees are not reduced to offset commissions.
Up to $150 per hour (negotiable) for financial planning services
445 S. Livernois Rd., Suite 105
Rochester Hills, MI 48307
Michigan
Stoney Creek Advisors LLC
2025 - Present (1 year)
Ameriprise
2023 - 2025 (2 years)
Smith and Associates
2023 - 2025 (2 years)
Harbor Light Planning, LLC
2023 - 2023 (1 year)
MML Investors Services LLC
2022 - 2023 (1 year)
MassMutual Life Insurance Co
2022 - 2022 (1 year)
Bryan Smith
2021 - 2022 (1 year)
Northwestern Mutual Investment Services LLC
2021 - 2022 (1 year)
Mike Sosnoski and Bryan Smith
2021 - 2022 (1 year)
Wayne State University
2021 - 2021 (1 year)
Foguth Financial Group
2021 - 2021 (1 year)
JPMorgan Chase Bank NA
2019 - 2021 (2 years)
J.P. Morgan Securities
2019 - 2021 (2 years)
MML Investors Services LLC
2018 - 2019 (1 year)
Mass Mutual Life Insurance Company
2018 - 2019 (1 year)
Wayne State University
2017 - 2018 (1 year)
ZF North America/ TWR
2017 - 2017 (1 year)
DFCU Financial
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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