Daniel Jeffrey Irizarry
Investment adviser representative at Ascensus Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$13BFirm assets
24 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Ascensus Investment Advisors, LLCMar 2024 to now
- Ascensus Broker Dealer Services, LLCAug 2023 to now
- Newport Group ConsultingJun 2022 to Feb 2024
- Newport Group IncJun 2022 to Sep 2023
- Newport Group Securities, IncJun 2022 to Sep 2023
- Equitable Distributors, LLCMar 2022 to Jun 2022
- Missionsquare Investment ServicesNov 2021 to Mar 2022
- Commonwealth Financial NetworkJan 2021 to Oct 2021
- Manning Wealth Management, Inc.Jan 2021 to Oct 2021
- Equitable Advisors, LLCApr 2020 to Jan 2021
- AXA Advisors, LLCApr 2020 to Jun 2020
- UnemployedNov 2019 to Apr 2020
- MML Distributors, LLCJul 2014 to Oct 2019
- Massachusetts Mutual Life Insurance CompanyMay 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Ascensus Investment Advisors, LLC
$13BAssets managed
27Clients
43Advisers
24 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
- 5048303
- Firm CRD
- 120632