Ascensus Investment Advisors, LLC

Ascensus Investment Advisors, LLC (CRD# 120632) is a financial advisory firm headquartered in Newton Center, MA. They manage $9,878,077,323 in 10 accounts and serve the financial needs of clients across 48 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9,878
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $987,807,732
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Ascensus Investment Advisors, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Daniel M. Basile
CRD#: 4227342
200 Dryden Road, Dresher, PA 19025

Daniel Basile (CRD# 4227342) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dresher, PA and has over 10 years of experience in the finance industry.

2
Todd A. Brooker
CRD#: 6787103
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Todd Brooker (CRD# 6787103) 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.

3
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 18 years of experience in the finance industry.

4
Natalie Fong
CRD#: 3210662
Dublin, CA

Natalie Fong (CRD# 3210662) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dublin, CA and has over 24 years of experience in the finance industry.

5
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 11 years of experience in the finance industry.

6
Thomas J. Green
CRD#: 6779400
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Thomas Green (CRD# 6779400) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 7 years of experience in the finance industry.

7
Jeffrey V. Hockenbrock
CRD#: 4480398
Berkeley, CA

Jeffrey Hockenbrock (CRD# 4480398) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Berkeley, CA and has over 17 years of experience in the finance industry.

8
Jay L. Hollis
CRD#: 4263613
Brentwood, TN

Jay Hollis (CRD# 4263613) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Brentwood, TN and has over 12 years of experience in the finance industry.

9
Michael J. Kiley
CRD#: 4325071
95 Wells Avenue, Suite 160, Newton Center, MA 02459

Michael Kiley (CRD# 4325071) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 23 years of experience in the finance industry.

10
Shayne Layton
CRD#: 4410685
Carmichael, CA

Shayne Layton (CRD# 4410685) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Carmichael, CA and has over 22 years of experience in the finance industry.

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