Dana Marie D'Auria
Co-Chief Investment OfficerEnvestnet Retirement Solutions, LLCCRD 5870286
About Dana Marie D'Auria
Dana Marie D'Auria is listed as Co-Chief Investment Officer at Envestnet Retirement Solutions, LLC in Berwyn, PA. Form ADV reports a beneficial ownership band of Under 5%. Dana Marie D'Auria is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Envestnet Retirement Solutions, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Dana Marie D'Auria work?
Dana Marie D'Auria is listed as Co-Chief Investment Officer at Envestnet Retirement Solutions, LLC on SEC Form ADV.
How much of Envestnet Retirement Solutions, LLC does Dana Marie D'Auria own?
Form ADV reports a beneficial ownership band of Under 5%.
Envestnet Retirement Solutions, LLC
| Title | Co-Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Fdx Advisors, Inc.
| Title | Co-Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Envestnet Portfolio Solutions, Inc.
| Title | Co-Cio |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Qrg Capital Management, Inc.
| Title | Co-Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Envestnet Asset Management, Inc.
| Title | Co-Cio |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |