Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
858 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$100K

Fees for the Passageway Managed Account Program are based on a percentage of assets under management. The specific fee schedule is detailed on pages 46-49. The minimum account size for the Passageway One Program is $100,000, but individual Portfolio Managers may have higher minimums.

Areas of Practice
Investment Management
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Advisor Information

Office location

9991 University Blvd, Orlando, FL, 32817

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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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Other Business Activities

Adriel is an owner/landlord of a rental property in Gotha, FL. This activity requires minimal time and is not securities related.

Employment History
Current Registrations
Fifth Third Securities, INC.
April 2018 - Present · 7 yrs 9 mos
Fifth Third Securities, INC. Broker
June 2017 - Present · 8 yrs 7 mos
State Registrations18 states
ALAZCACOCTFLGAINKSMINCNENJNYOHSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adriel E Irizarry - Financial Advisor | AdvisorDiscover