Denise Marie Diana
Investment adviser representative at Envestnet Retirement Solutions, LLC
10 yearsExperience
2 statesRegistered in
$16.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Envestnet Asset ManagementJan 2019 to now
- Envestnet Retirement Solutions, LLCMar 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CT, IL).
Envestnet Retirement Solutions, LLC
$16.3BAssets managed
4,876Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4147113
- Firm CRD
- 171570