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 11 - 20 of 26 top financial advisors.
11
Elice J. Lee
CRD#: 4873978
95 Wells Avenue, Suite 160, Newton Center, MA 02459

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.

12
Kristin A. Meader
CRD#: 2152994
Lebanon, ME

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.

13
Michael D. Moschetta
CRD#: 4415528
200 Dryden Road, Dresher, PA 19025

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.

14
Paul A. Novitski
CRD#: 4765073
95 Wells Avenue, Suite 160, Newton Center, MA 02459

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.

15
Elizabeth A. Sadwick
CRD#: 2365023
95 Wells Avenue, Suite 160, Newton Center, MA 02459

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.

16
Carl J. Settles
CRD#: 4761821
95 Wells Avenue, Suite 160, Newton Center, MA 02459

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.

17
Troy D. Thomas
CRD#: 2982086
Sacramento, CA

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.

18
Derek M. Vito
CRD#: 2922847
95 Wells Avenue, Suite 160, Newton Center, MA 02459

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.

19
Joseph D. Wilcox
CRD#: 4794110
Lexington, KY

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.

20
Robert S. Wilder
CRD#: 5014052
95 Wells Avenue, Suite 160, Newton Center, MA 02459

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.

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