TrueAdvisor
TrueAdvisor
DI
DI

Daniel Jeffrey Irizarry

Ascensus Investment Advisors, LLC
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Ascensus Investment Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only

Location

95 Wells Avenue, Suite 160, Newton, MA, 02459

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ascensus Investment Advisors, LLC
March 2024 - Present · 1 yr 11 mos
Ascensus Broker Dealer Services, LLC
August 2023 - Present · 2 yrs 6 mos
Ascensus Broker Dealer Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Newport Group Consulting, LLC
July 2022 - February 2024 · 1 yr 7 mos
Newport Group Securities, INC.Broker
July 2022 - August 2023 · 1 yr 1 mo
Equitable Distributors, LLCBroker
March 2022 - June 2022 · 3 mos
Missionsquare Retirement
December 2021 - March 2022 · 3 mos
Missionsquare Investment ServicesBroker
December 2021 - March 2022 · 3 mos
Manning Wealth Management, INC.
May 2021 - October 2021 · 5 mos
Commonwealth Financial Network
April 2021 - October 2021 · 6 mos
Commonwealth Financial NetworkBroker
January 2021 - October 2021 · 9 mos
Equitable Advisors, LLCBroker
April 2020 - January 2021 · 9 mos
MML Distributors, LLCBroker
August 2014 - October 2019 · 5 yrs 2 mos
Commonwealth Financial NetworkBroker
September 2013 - January 2014 · 4 mos
LPL Financial LLCBroker
May 2013 - October 2013 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
March 2010 - May 2013 · 3 yrs 2 mos
State Registrations2 states
CAMA
AdvisorBroker
Exams
No exam information available for this advisor.