Dana D'auria, financial advisor South Glastonbury CT

Dana D'auria

CRD Number: 5870286
Current Firm: Envestnet Pmc

Dana D'auria (CRD# 5870286) is an Investment Advisor Representative working at Envestnet Pmc in South Glastonbury, CT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Envestnet Retirement Solutions, LLC Chicago, IL Dec 2022 - Current 1
Envestnet Pmc Chicago, IL Sep 2020 - Current 3
Symmetry Partners, LLC Glastonbury, CT Dec 2017 - Sep 2020 2
Symmetry Partners, LLC Glastonbury, CT Apr 2006 - Dec 2017 11

Dana D'auria has no recent exams reported.
Contact Info for Dana M. D'auria
Phone Number: 312-827-2800
Registered State(s):
  • CT
  • IL
By the Numbers
  • Total Assets Under Management
    346,834
    MILLIONS
  • Total Number of Accounts
    1,713,518
    ACCOUNTS
  • Average Account Value
    $202,410
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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