Ascensus Investment Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 120632
- SEC number
- 801-61492
- Firm type
- RIA
- Assets under management
- $13.0B as of Jan 29, 2026
- Website
- Not yet retrieved from the source record
- Phone
- 617-454-6400
- Address
- 95 Wells Avenue, Newton, MA, 02459
Advisors at this firm
45 in our index · page 1 of 1
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Khashayar AhouraeiCRD 2801481 · Litchfield Park, AZIA Registered
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Melissa A BaileyCRD 5344190 · North Kingstown, RIIA RegisteredBroker
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Daniel Mccurran BasileCRD 4227342 · Dresher, PAIA RegisteredBroker
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Todd Andrew BrookerCRD 6787103 · Greensboro, NCIA Registered
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Stephen CarreraCRD 4126214 · Broomfield, COIA RegisteredBroker
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Allen John DevincentCRD 4715473 · Newton, MAIA RegisteredBroker
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Nathalie Johanna DuarteCRD 7208798 · Brownsburg, INIA RegisteredBroker
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Kristin ErtelCRD 5927387 · Fishers, INIA Registered
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Natalie FongCRD 3210662 · Dublin, CAIA Registered
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Benjamin FisherCRD 5401954 · Thornton, PAIA RegisteredBroker
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Leigh Winchester FlemingCRD 5799702 · Pittsburgh, PAIA RegisteredBroker
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Stephen Robert GeggCRD 5894471 · Lititz, PAIA Registered
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Jeffrey Vincent HockenbrockCRD 4480398 · Berkeley, CAIA Registered
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Jay Lawrence HollisCRD 4263613 · Brentwood, TNIA RegisteredBroker
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Daniel Jeffrey IrizarryCRD 5048303 · Fresno, CAIA RegisteredBroker
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Gregory KiserCRD 2952896 · Syracuse, NYIA RegisteredBroker
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Thomas LoweCRD 3089857 · Newton, MAIA RegisteredBroker
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Shayne LaytonCRD 4410685 · Carmichael, CAIA RegisteredBroker
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Gregory Andrew LedesmaCRD 1488510 · Grand Junction, COIA RegisteredBroker
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Desiree Monique LemelleCRD 7650317 · Lafayette, LAIA RegisteredBroker
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Michael LeonardCRD 6339818 · Folsom, CAIA RegisteredBroker
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Kristin Anne MeaderCRD 2152994 · Lebanon, MEIA RegisteredBroker
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Patty Ann MillerCRD 1896826 · Ferndale, WAIA RegisteredBroker
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James Ryan MooreCRD 3264720 · Denver, COIA RegisteredBroker
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Erin Walters NelsonCRD 3258493 · Leesburg, VAIA RegisteredBroker
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Paul Anthony NovitskiCRD 4765073 · Green Bay, WIIA Registered
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Zachary Philip NowickiCRD 6115491 · Pickerington, OHIA RegisteredBroker
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Robert PercivalCRD 2535423 · Newton, MAIA RegisteredBroker
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David Walter RydzeskiCRD 1192744 · Oakton, VAIA RegisteredBroker
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Elizabeth Ann SadwickCRD 2365023 · Newton, MAIA RegisteredBroker
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Carl Jefferson SettlesCRD 4761821 · Conyers, GAIA Registered
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Trenton SchraderCRD 4537170 · Freeland, WAIA RegisteredBroker
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Andrew SessionsCRD 6270524 · Indian Trail, NCIA RegisteredBroker
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Kimberly Ann ShockleyCRD 7804432 · Coventry, RIIA RegisteredBroker
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Paul Gregory SouppaCRD 5715476 · Newton, MAIA RegisteredBroker
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Brad Richard TraynorCRD 5912784 · Appleton, WIIA Registered
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Christopher A TingleyCRD 3070837 · Orchard Park, NYIA RegisteredBroker
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David L TippetsCRD 2676224 · Heber City, UTIA RegisteredBroker
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Derek M VitoCRD 2922847 · Newark, DEIA RegisteredBroker
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Robert S WilderCRD 5014052 · Lynchburg, VAIA Registered
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Christopher R WaltonCRD 2744887 · Litchfield Park, AZIA RegisteredBrokerDisclosure event(s) on record
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Joseph David WilcoxCRD 4794110 · Lexington, KYIA RegisteredBroker
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Lori Lee WilliamsCRD 5042157 · Franklin, TNIA RegisteredBroker
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Thomas ZenobyCRD 5241257 · Phoenix, AZIA RegisteredBroker
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Glenn Edward ZuckCRD 5170656 · Charleston, SCIA RegisteredBroker
1–45 of 45
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 120632 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.