Ascendiant Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Jupiter, Florida
CRD number
129236
Registered since
January 20, 2004

Firm profile

FINTRX

Overview

Ascendiant Securities, LLC is organized as a limited liability company that presents itself as an investment bank and placement agent. The snapshot data identifies the firm as a domestic entity with individual ownership and does not position the organization as a capital allocator or as an adviser that actively incorporates ESG. Several typical advisory attributes (client base, fee structure, specific business or advisory activities) are not documented in the provided material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brian Megenity

    Brian Megenity

    Chief Compliance OfficerCRD 2889637

Contacts

3 of 3
  • Michael Brown

    Financial and Operations PrincipalCRD 1658070

  • Mark Bergendahl

    Mark Bergendahl

    Co-Founder and Managing PartnerCRD 1394272

  • Bradley Wilhite

    Bradley Wilhite

    Co-Founder & Managing PartnerCRD 4722291

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
110 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth