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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

DANIEL JEFFREY IRIZARRY

Advisor at ASCENSUS INVESTMENT ADVISORS, LLC

Fresno, CA | NEEDHAM, MA

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Search this name across graphsid dfx:ria:cf779114-6856-ae91-7dfa-e3c21991fc46

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2021 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASCENSUS INVESTMENT ADVISORS, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 3, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: May 3, 2010
First registration: Apr 19, 2021
Dual registered: yes, broker-dealer
Other names: DANIEL JEFFERY IRIZARRY|Dan Irizarry|DANIEL JEFFREY IRIZARRY|Daniel Irizarry
IAPD individual key: 5048303

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASCENSUS INVESTMENT ADVISORS, LLC	Institutional manager	Mar 13, 2024	n/a	yes	NEEDHAM, MA\|Fresno, CA	Current employment
NEWPORT GROUP CONSULTING, LLC	Institutional manager	Jul 22, 2022	Feb 29, 2024	no	San Diego, CA\|LAKE MARY, FL\|Visalia, CA	Previous registration
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Dec 15, 2021	Mar 8, 2022	no	Visalia, CA\|WASHINGTON, DC	Previous registration
MANNING WEALTH MANAGEMENT, INC.	n/a	May 20, 2021	Oct 20, 2021	no	San Diego, CA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Apr 19, 2021	Oct 15, 2021	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWPORT GROUP CONSULTING, LLC	ASCENSUS INVESTMENT ADVISORS, LLC	Feb 29, 2024	Mar 13, 2024	13	Channel change	Other
MISSIONSQUARE RETIREMENT	NEWPORT GROUP CONSULTING, LLC	Mar 8, 2022	Jul 22, 2022	136	Firm change	Other
MANNING WEALTH MANAGEMENT, INC.	MISSIONSQUARE RETIREMENT	Oct 20, 2021	Dec 15, 2021	56	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	MANNING WEALTH MANAGEMENT, INC.	Oct 15, 2021	May 20, 2021	-148	Firm change after gap	Other

Relationships

Registered with (5)

→ ASCENSUS INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Mar 13, 2024 to presentfactForm ADV
→ NEWPORT GROUP CONSULTING, LLCRegistered adviserregistration: previous registration
Jul 22, 2022 to Feb 29, 2024factForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
Dec 15, 2021 to Mar 8, 2022factForm ADV
→ MANNING WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 20, 2021 to Oct 20, 2021factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Apr 19, 2021 to Oct 15, 2021factForm ADV

Dated events

Occurred
Mar 8, 2022
Advisor changed firm
Daniel Jeffrey Irizarry left Missionsquare Retirement for Newport Group Consulting, Llc (registered 2022-07-22)
Form ADVobserved 3 days ago