Daniel Irizarry
Daniel Irizarry is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Fresno, CA, with 15 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Fresno, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLC
Ascensus Broker Dealer Services, LLCBroker
Previous Registrations
Newport Group Consulting, LLC
Newport Group Securities, INC.Broker
Equitable Distributors, LLCBroker
Missionsquare Retirement
Missionsquare Investment ServicesBroker
Manning Wealth Management, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Equitable Advisors, LLCBroker
MML Distributors, LLCBroker
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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