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Isaac Ortiz

DAI Wealth, LLC

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About Isaac Ortiz

Isaac Ortiz is a financial advisor with over 20 years of experience in the industry. Isaac is a Certified Financial Planner™ professional. Isaac is currently registered with DAI Wealth, LLC and has previously been registered with SCF Securities, Inc. and FSC Securities Corporation. Isaac specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Isaac is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Isaac Ortiz is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Isaac Ortiz’s Registration & Firm History

GA

12/19/2022 - Present

DAI Wealth, LLC (ATLANTA GA)

NM

12/19/2016 - 12/22/2022

SCF SECURITIES, INC. (ALBUQUERQUE NM)

NM

12/22/2011 - 12/22/2016

FSC SECURITIES CORPORATION (ALBUQUERQUE NM)

NM

03/25/2003 - 12/23/2011

NEW ENGLAND SECURITIES (ALBUQUERQUE NM)

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Licenses & Designations

IA

Issued 02/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2006

Series 7 - General Securities Representative Examination

BC

Issued 03/22/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Ortiz.
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