Dana Marie D'auria
Investment adviser representative at Envestnet Retirement Solutions, LLC
20 yearsExperience
2 statesRegistered in
CFADesignation
$16.3BFirm assets
Are you Dana Marie D'auria? Claim your profile
Contact this firm
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
20 years in the industry.
- Envestnet Retirement Solutions, LLCDec 2022 to now
- Envestnet PmcSep 2020 to now
- Symmetry Partners, LLCApr 2006 to Sep 2020
Designations
- CFA
Exams passed
No exams in this record.
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
- 5870286
- Firm CRD
- 171570