Ascendiant Securities, LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 129236
- Registered since
- January 20, 2004
- Website
- ascendiant.com
Firm profile
FINTRXOverview
Ascendiant Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The profile on file contains minimal descriptive material about the firm’s business lines or advisory activities. The data record flags several negative/inactive attributes: the firm is not listed as a capital allocator, is not an active ESG investor, is not multi-state as an adviser, is not a pension consultant, and is not reported as a related adviser. No client type, fee schedule, or stated investment focus is provided in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Bradley Wilhite
Co-Founder & Managing PartnerCRD 4722291

Mark Bergendahl
Co-Founder and Managing PartnerCRD 1394272

Brian Megenity
CCOCRD 2889637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Perkins Fund Marketing, L.L.C.
Broker-DealerJupiter, FL
Egret Securities LLC
Broker-DealerJupiter, FL
Peak Brokerage Services, LLC
Broker-DealerJupiter, FL
Frontcourt Securities LLC
Broker-DealerJupiter, FL
Ascendiant Capital Markets, LLC
Broker-DealerJupiter, FL
Sentinel Brokers Company, Inc.
Broker-DealerJupiter, FL