AA
Aria N. Alvarez
ACTIFY INVESTOR RETIREMENTS
PEACHTREE CORNERS, GA 30092
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CRD#: 7845827
AA
Professional summary
Aria Nicole Alvarez is a registered financial advisor currently at ACTIFY INVESTOR RETIREMENTS, LLC located in Peachtree Corners, Georgia.
Aria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aria has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aria Nicole Alvarez'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®
NoneExperience
Current
March 10, 2025 - Present
ACTIFY INVESTOR RETIREMENTS, LLC
Office #1: 230 Scientific Drive Suite 100, Peachtree Corners, GA 30092RIA
CRD#: 284506
PEACHTREE CORNERS, GA
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
District of Columbia(10/1/2025)
IAR
Georgia(3/10/2025)
IAR
Illinois(8/20/2025)
IAR
Maryland(8/20/2025)
IAR
New Jersey(9/9/2025)
IAR
North Carolina(8/20/2025)
IAR
Pennsylvania(8/20/2025)
IAR
Texas(8/20/2025)
IAR
Virginia(8/20/2025)
Current Firm
AI
ACTIFY INVESTOR RETIREMENTS, LLC
ACTIFY INVESTOR RETIREMENTS, LLC | CPSGO RETIREMENT SERVICES | CORPORATE PAYROLL SERVICES | CORPAY RETIREMENT SERVICES
CRD#: 284506 / SEC#:
District of Columbia
Registered Investment Advisory firm - (4/7/2020 Approved)Georgia
Registered Investment Advisory firm - (9/29/2016 Approved)Illinois
Registered Investment Advisory firm - (1/17/2018 Approved)Maryland
Registered Investment Advisory firm - (4/5/2019 Approved)Minnesota
Registered Investment Advisory firm - (11/8/2019 Approved)New Jersey
Registered Investment Advisory firm - (2/26/2021 Approved)North Carolina
Registered Investment Advisory firm - (2/20/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (5/23/2019 Approved)Texas
Registered Investment Advisory firm - (6/19/2020 Conditional Restricted)Virginia
Registered Investment Advisory firm - (1/3/2018 Approved)Wisconsin
Registered Investment Advisory firm - (11/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
230 Scientific Drive Suite 100, Peachtree Corners, GA 30092
Mailing Address
Phone number
(678) 252-9741
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 395 |
| AUM (Assets Under Management) | $ 49,509,358 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/30/2025 | ||
| 01/24/2025 | ||
| 01/22/2024 | ||
| 02/14/2023 |
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.
