Daniel
Irizarry
Newport Group Consulting, LLC
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About this Advisor
Daniel Irizarry is a financial advisor based in San Diego, California with a total of 1 year of industry experience. Irizarry currently works for Newport Group Consulting, LLC. Throughout their career, they have worked at John Hepworth, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Lpl Financial, Commonwealth Financial Network, Massachusetts Mutual Life Insurance Company, Mml Distributors, LLC, Austin Financial Partners, Axa Advisors, LLC, Equitable Advisors, LLC, Manning Wealth Management, Inc, Missionsquare Investment Services, Equitable Distributors, LLC and Newport Group Securities, Inc. Irizarry maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in California. Newport Group Consulting, LLC is an advisory business operating out of Lake Mary, FL. It administers $10 billion in assets between its 589 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Newport Group Consulting, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Newport Group Consulting, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newport Group Consulting, LLC Brokerage Details
$10,396,176,875
38
589
$17,650,555
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Irizarry Work History
Daniel has been registered as a financial advisor for 1 years.*
Newport Group Securities, Inc
Equitable Distributors, LLC
Commonwealth Financial Network
Manning Wealth Management, Inc
Missionsquare Investment Services
Axa Advisors, LLC
Equitable Advisors, LLC
Massachusetts Mutual Life Insurance Company
Mml Distributors, LLC
Lpl Financial
Commonwealth Financial Network
Austin Financial Partners
John Hepworth
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Irizarry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newport Group Consulting, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Auburndale, MA
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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