Denny Frasiolas

RETIREMENTOME ADVISORY GROUP LLC

Woodbridge, NJ 07095

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CRD#: 5147215

Professional summary

Denny Frasiolas is a registered financial advisor currently at RETIREMENT INCOME ADVISORY GROUP LLC located in Woodbridge, New Jersey.

Denny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Denny has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)ALL ACCESS BROKERAGE LLC; INVESTMENT RELATED; 1460 US HWY 9 NORTH SUITE 210A, WOODBRIDGE NJ 07095; OWNER/INDEPENDENT INSURANCE AGENT, MEDICARE PLANS, EMPLOYEE BENEFITS, HEALTHCARE PLANS; START DATE: 10/2009; INSURANCE SALES & SERVICE 2)DENNY FRASIOLAS; INVESTMENT RELATED; 1460 US HWY 9 NORTH SUITE 210A, WOODBRIDGE NJ 07095; AUTHOR; START DATE: 01/2020; APPROXIMATELY 5HRS/MONTH WITH NONE DURING TRADING HOURS; AUTHOR & SELLER OF FINANCIAL BOOKS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denny Frasiolas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 15, 2018 - Present

RETIREMENT INCOME ADVISORY GROUP LLC

Office #1: 1460 Us Hwy 9 North Suite 210a, Woodbridge, NJ 07095

RIA

CRD#: 286611

Woodbridge, NJ

Past

November 1, 2013 - April 9, 2018

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Woodbridge, NJ

Past

September 16, 2013 - April 9, 2018

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Woodbridge, NJ

Past

March 23, 2012 - December 17, 2012

INVESTACORP, INC.

CRD#: 7684

BAY SHORE, NY

Past

March 21, 2007 - September 3, 2010

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SOUTH AMBOY, NJ

Past

July 10, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

SHORT HILLS, NJ

Past

July 10, 2006 - September 3, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ISELIN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/22/2022)

IAR

New Jersey
(5/15/2018)

IAR

Texas
(8/13/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/7/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/19/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/7/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREMENT INCOME ADVISORY GROUP LLC

CRD#: 286611 / SEC#:

Florida

Registered Investment Advisory firm - (2/22/2022 Approved)

New Jersey

Registered Investment Advisory firm - (5/15/2018 Approved)

Texas

Registered Investment Advisory firm - (8/13/2021 Conditional Restricted)

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Contact information

Main Address

1460 Us Hwy 9 North Suite 210a, Woodbridge, NJ 07095

Mailing Address

Po Box 659, Scotch Plains, NJ 07076

Phone number

(732) 455-9990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	246
AUM (Assets Under Management)	$ 47,640,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Denny Frasiolas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denny Frasiolas's CRS (Customer Relationship Summary).

Certified licenses

Experience

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

INVESTACORP, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/7/2007

Series 65

Date: 3/19/2007

SIE

Date: 4/9/2018

Series 6

Date: 7/7/2006

Current Firm

RETIREMENT INCOME ADVISORY GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT INCOME ADVISORY GROUP LLC

TRUST BUT VERIFY

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