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Financial ADVSR advisor directory · SEC adviser records

Ascentis Asset Management, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Ascentis Asset Management, LLC office in California, by city and A to Z.

The short answer

4 registered advisors work at Ascentis Asset Management, LLC in California, out of 10 nationwide; it's the firm's number 2 state by advisors, and the most are in Fort Bragg (2). 0 list the CFP designation and 2 are also registered broker representatives.

Ascentis Asset Management, LLC advisors by city in California

Every firm in California →

Fort Bragg 2South Coast Metro 2

Ascentis Asset Management, LLC advisors in California, A to Z

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Ascentis Asset Management, LLC advisors in every state →Ascentis Asset Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ascentis Asset Management, LLC in other states

Texas 6

Questions

How many Ascentis Asset Management, LLC financial advisors are in California?

4 investment adviser representatives are registered at Ascentis Asset Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Where in California does Ascentis Asset Management, LLC have the most advisors?

Fort Bragg, with 2, then South Coast Metro (2). Ascentis Asset Management, LLC has advisors in 2 cities in California.

How do I check a Ascentis Asset Management, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ascentis Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.