Iris Aillaud has been an investment adviser representative at Sagent Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Sagent Wealth Management is a Laguna Beach, CA firm with $100M under management, 82 clients and 2 advisers in one office, as of its July 2026 filing.
Iris Aillaud’s longest registration was 5 years at Sagent Wealth Management (2008–2013). Before joining Sagent Wealth Management in 2026, Iris Aillaud was registered through UBS Financial Services Inc. and Morgan Stanley & Co., Incorporated.
- Sagent Wealth ManagementCurrent– present · under a yearReignier · Adviser representative · Firm CRD 147890
- UBS Financial Services Inc.– · under a yearNewport Beach, CA · Adviser representative · Firm CRD 8174
- Morgan Stanley & Co., Incorporated– · under a yearBoston, MA · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Iris Aillaud is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- CaliforniaSince 18 June 2026
- TexasSince 18 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 June 2026 |
| Series 66 | Uniform Combined State Law Examination | 17 December 2007 |
| Series 7 | General Securities Representative Examination | 5 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Iris Datzman Aillaud
- CRD
- 5404244
- Firm
- Sagent Wealth Management · CRD 147890
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Iris Aillaud work?
Iris Aillaud is an investment adviser representative registered through Sagent Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Iris Aillaud a financial advisor?
Yes. Iris Aillaud has a current investment-adviser registration in California and Texas, through Sagent Wealth Management since June 2026.
How many years of experience does Iris Aillaud have?
Iris Aillaud has 6 years in the financial industry, since October 2020, across 3 adviser firms.
What exams has Iris Aillaud passed?
Iris Aillaud has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in November 2007.
Where did Iris Aillaud work before Sagent Wealth Management?
Before Sagent Wealth Management, Iris Aillaud was registered through UBS Financial Services Inc., April 2008 to September 2008; Morgan Stanley & Co., Incorporated, December 2007 to March 2008.
Is Iris Aillaud registered with FINRA?
No. Iris Aillaud has no current broker registration.
How can I verify Iris Aillaud’s record?
Search CRD 5404244 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Iris Aillaud’s full registration record.