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).
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Total Assets Under Management9,878MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
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
Elice Lee (CRD# 4873978) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 19 years of experience in the finance industry.
Kristin Meader (CRD# 2152994) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Lebanon, ME and has over 24 years of experience in the finance industry.
Michael Moschetta (CRD# 4415528) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dresher, PA and has over 20 years of experience in the finance industry.
Paul Novitski (CRD# 4765073) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 19 years of experience in the finance industry.
Elizabeth Sadwick (CRD# 2365023) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 12 years of experience in the finance industry.
Carl Settles (CRD# 4761821) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 19 years of experience in the finance industry.
Troy Thomas (CRD# 2982086) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Sacramento, CA and has over 16 years of experience in the finance industry.
Derek Vito (CRD# 2922847) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Newton Center, MA and has over 22 years of experience in the finance industry.
Joseph Wilcox (CRD# 4794110) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Lexington, KY and has over 19 years of experience in the finance industry.
Robert Wilder (CRD# 5014052) 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.