Stephen Gegg, financial advisor Lititz PA

Stephen Gegg

CRD Number: 5894471
Current Firm: Ascensus Investment Advisors, LLC

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.

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Company Name Location Dates Years
Ascensus Dresher, PA Mar 2021 - Current 3
Bb&t - Northeast Inst Trust-service Lancaster, PA Mar 2016 - Feb 2021 4
Valley Forge Asset Management Corp. King Of Prussia, PA Feb 2013 - Feb 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Stephen R. Gegg
Phone Number: 617-454-6400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    9,878
    MILLIONS
  • 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

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

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