Ascensus Broker Dealer Services, LLC
Firm details
- Headquarters
- Newton, Massachusetts
- CRD number
- 36478
- Registered since
- July 19, 1994
- Website
- www.ascensus.com
Firm profile
FINTRXOverview
Ascensus Broker Dealer Services, LLC is organized as a limited liability company and appears in SEC records dating back to 1994. FINTRX classifies the entity as unclassified and lists its owner type as a mix of a domestic entity and an individual. The firm's FINTRX profile flags several operational attributes: it is not recorded as a capital allocator, it is not identified as an active ESG investor, and it is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The snapshot contains no itemized descriptions of business activities, advisory services, fee schedules, or client segments.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
3 of 8
Robert Kaplan
Chief Compliance OfficerCRD 1286735

Marc Mehlman
Chief Financial OfficerCRD 3152118

David Musto
Chair, CEO, CCOCRD 2623276
Contacts
3 of 287
Roger Reynolds
Regional Vice PresidentCRD 3222663

Ross Piraino
Retirement Plan ConsultantCRD 6465739
Spencer Staley
Senior ConsultantCRD 7909429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newton, MA
Middlesex
Location
Newton, MA
Headquartered in Newton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 95 Wells Ave
- Time zone
- ET (UTC-5)
- Office locations
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