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

Firm profile

FINTRX

Overview

Ascendiant Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. According to the firm snapshot, ownership is listed as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the available data and is not flagged as a capital allocator. Other snapshot flags show it does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. The firm did not provide detail in the public snapshot about its advisory activities, business lines, or client segments, so there is limited visibility into its target clients or the products and services it offers.

Assets & Accounts

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

Contacts

3 of 4
  • BRADLEY WILHITE

    Co-Founder & Managing PartnerCRD 4722291

  • MARK BERGENDAHL

    Co-Founder and Managing PartnerCRD 1394272

  • BRIAN MEGENITY

    CCOCRD 2889637

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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