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President · Ascensus Investment Advisors, LLC

Margaret B. Creonte

CRD 5100129 · Named on Form ADV at one SEC-registered adviser

At a glance

Ascensus Investment Advisors, LLC, an SEC-registered asset manager based in Needham, MA with $13.0 billion in regulatory assets, lists Margaret B. Creonte on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Margaret’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael R. FolmerTreasurer and Vice President, Tax & Finance, Ascensus Investment Advisors, LLC
  • Thomas LoweVice President, Investment Management, Ascensus Investment Advisors, LLC
  • Thomas J. HewittSenior Vice President Relationship Management, Ascensus Investment Advisors, LLC
  • David B. MacInnisChief Compliance Officer and Secretary, Ascensus Investment Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Margaret’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.