Edward Allen Diaz
Investment adviser representative at Ip Financial Advisory Services LLC
21 yearsExperience
6 statesRegistered in
$481.4MFirm assets
6 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Innovation Partners LLCJul 2025 to now
- Ip Financial Advisory Services LLCJul 2025 to now
- Running 2 PrsMar 2023 to now
- Diaz Strategies - Insurance & Financial SolutionsJul 2009 to now
- New York Life Insurance CoMay 2005 to Jul 2025
- Nylife SecuritiesMay 2005 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, CO, ID, NY, WA).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 4901889
- Firm CRD
- 305772