DI

Daniel Jeffrey Irizarry

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
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

AIA is paid fees pursuant to a contract that it and/or an affiliate has entered into with a State Administrator. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm, unless otherwise contractually agreed to by the relevant parties. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services conducted outside the scope of AIA.

Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
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Advisor Information

Office location

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

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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 10 mos
Ascensus Broker Dealer Services, LLC
August 2023 - Present · 2 yrs 5 mos
Ascensus Broker Dealer Services, LLCBroker
August 2023 - Present · 2 yrs 5 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 Network Broker
January 2021 - October 2021 · 9 mos
Equitable Advisors, LLC Broker
April 2020 - January 2021 · 9 mos
MML Distributors, LLCBroker
August 2014 - October 2019 · 5 yrs 2 mos
Commonwealth Financial Network Broker
September 2013 - January 2014 · 4 mos
LPL Financial LLC Broker
May 2013 - October 2013 · 5 mos
Northwestern Mutual Investment Services, LLC Broker
March 2010 - May 2013 · 3 yrs 2 mos
State Registrations2 states
CAMA
AdvisorBroker
Exams
No exam information available for this advisor.