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Dana Marie D'auria

ENVESTNET PORTFOLIO SOLUTIONS, INC.·CHICAGO, Illinois
Clean record15 years registeredENVESTNET PORTFOLIO SOLUTIONS, INC.
150 NORTH RIVERSIDE PLAZA , SUITE 2050, CHICAGO, IL 60606CRD# 5870286Firm CRD# 109662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dana Marie D'auria · CHICAGO, IL
Registration
CRD #5870286 · ENVESTNET PORTFOLIO SOLUTIONS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

ENVESTNET RETIREMENT SOLUTIONS, LLC
Aug 2023 – present
ENVESTNET PMC
Jul 2021 – present
SYMMETRY PARTNERS
Dec 2010 – Sep 2020
GLASTONBURY, CT
02

Registrations & Exams

Registration record
First registered · December 6, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD 109662 · SEC 801-43579
AUM
$40.5B
Regulatory assets under management
Employees
415
178,852 client accounts
Services offered by ENVESTNET PORTFOLIO SOLUTIONS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ENVESTNET PORTFOLIO SOLUTIONS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Dana Marie D'auria offer?
Dana Marie D'auria specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Dana Marie D'auria's credentials?
Dana Marie D'auria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana Marie D'auria located?
Dana Marie D'auria is based in CHICAGO, Illinois, working with ENVESTNET PORTFOLIO SOLUTIONS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Dana Marie D'auria charge for services?
Dana Marie D'auria's firm is compensated through percentage of aum, fixed fees, subscription fees, other: a percentage of assets or revenues under our clients' management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENVESTNET PORTFOLIO SOLUTIONS, INC.?
ENVESTNET PORTFOLIO SOLUTIONS, INC. has approximately 415 employees and manages $40.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENVESTNET PORTFOLIO SOLUTIONS, INC.

Dale Joseph Seier
BOSTON, MA
Thomas Michael Sipp
CHICAGO, IL
Brandon Rockwell Thomas
CHICAGO, IL
Debra Jane Devoe
CHICAGO, IL

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Nearby cities in Illinois
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Research
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