Ascendiant Securities, LLC

Broker-DealerFINRA MemberEst. 2004

Total AUM

—

Advisory reps

4

Avg account

$0

Firm details

Headquarters: Jupiter, Florida
CRD number: 129236
Registered since: January 20, 2004
Website: ascendiant.com

Firm profile

FINTRX

Overview

Ascendiant Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified as an investment bank and placement agent rather than a traditional asset manager or registered investment adviser. Ownership is listed as a domestic entity/individual. The record indicates Ascendiant does not act as a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

3 of 4

Michael Brown
Financial and Operations PrincipalCRD 1658070
Mark Bergendahl
Co-Founder and Managing PartnerCRD 1394272
Brian Megenity
CCOCRD 2889637

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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