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Financial ADVSR advisor directory · SEC adviser records

Ascensus Investment Advisors, LLC financial advisors in Needham, MA

Every SEC-registered investment adviser representative at a Ascensus Investment Advisors, LLC office in Needham, A to Z.

19 registered advisors work at Ascensus Investment Advisors, LLC in Needham, out of 38 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 13 are also registered broker representatives.

Ascensus Investment Advisors, LLC advisors in Needham, A to Z

Every Ascensus Investment Advisors, LLC advisor →

Ascensus Investment Advisors, LLC advisors in every city and state →Ascensus Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ascensus Investment Advisors, LLC advisors in other cities

Berkeley, CA 1Brentwood, TN 1Brownsburg, IN 1Carmichael, CA 1Charleston, SC 1Coventry, RI 1Fishers, IN 1Freeland, WA 1Grand Junction, CO 1Heber City, UT 1Indian Trail, NC 1Lafayette, LA 1Lebanon, ME 1Lexington, KY 1Litchfield Park, AZ 1

Other firms in Needham

All Needham advisors →

Park Avenue Securities LLC 60MML Investors Services, LLC 27Commonwealth Financial Network 25Beaumont Financial Partners 13Focus Partners Wealth, LLC 11F L Putnam Investment Management Co. 10Centerpoint Advisors, LLC 8Armstrong Advisory Group Inc. 6Goodman Advisory Group, LLC 6Commons Capital, LLC 5Edward Jones 5Wells Fargo Advisors Financial Network, LLC 5

Questions

How many financial advisors does Ascensus Investment Advisors, LLC have in Needham?

19 investment adviser representatives are registered at Ascensus Investment Advisors, LLC offices in Needham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 38 nationwide. 1 list the CFP designation and 13 are also registered as broker representatives.

Is Ascensus Investment Advisors, LLC one of the largest advisor employers in Needham?

Ascensus Investment Advisors, LLC ranks number 4 in Needham by registered advisors; Park Avenue Securities LLC has the most, with 60.

How do I check a Ascensus Investment Advisors, LLC advisor in Needham?

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 Ascensus Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.