Ascensus Investment Advisors, LLC

Ascensus Investment Advisors, LLC (CRD# 120632) is a financial advisory firm headquartered in Newton Center, MA. They manage $9,417,451,024 in 27 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9,417
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $348,794,482
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, CO, CT, DC, DE, IA, IL, IN, KS, KY, MA, MN, MS, MT, NC, NJ, NM, NV, NY, PA, RI

Financial Advisors at Ascensus Investment Advisors, LLC
Showing 1 - 10 of 33 top financial advisors.
1
Daniel M. Basile
CRD#: 4227342
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Daniel Basile (CRD# 4227342) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 8 years of experience in the finance industry.

2
Todd A. Brooker
CRD#: 6787103
Greensboro, NC

Todd Brooker (CRD# 6787103) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Greensboro, NC and has over 5 years of experience in the finance industry.

3
Suzanne G. Brooks
CRD#: 3163957
Raleigh, NC

Suzanne Brooks (CRD# 3163957) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Raleigh, NC and has over 23 years of experience in the finance industry.

4
Linda M. Bumgarner
CRD#: 6775986
Holly Springs, NC

Linda Bumgarner (CRD# 6775986) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Holly Springs, NC and has over 5 years of experience in the finance industry.

5
Peter K. Carlson
CRD#: 5835255
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Peter Carlson (CRD# 5835255) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 6 years of experience in the finance industry.

6
Steven A. Cartwright
CRD#: 2391083
Austin, TX

Steven Cartwright (CRD# 2391083) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Austin, TX and has over 28 years of experience in the finance industry.

7
Frank E. Castellvi
CRD#: 6585165
Wyckoff, NJ

Frank Castellvi (CRD# 6585165) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Wyckoff, NJ and has over 6 years of experience in the finance industry.

8
Allen J. Devincent
CRD#: 4715473
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Allen Devincent (CRD# 4715473) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 16 years of experience in the finance industry.

9
Kurt P. Fraczkowski
CRD#: 4993045
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Kurt Fraczkowski (CRD# 4993045) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 13 years of experience in the finance industry.

10
Stephen R. Gegg
CRD#: 5894471
Lititz, PA

Stephen Gegg (CRD# 5894471) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Lititz, PA and has over 9 years of experience in the finance industry.

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