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. 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

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

    Bradley Wilhite

    Co-Founder & Managing PartnerCRD 4722291

  • Mark Bergendahl

    Mark Bergendahl

    Co-Founder and Managing PartnerCRD 1394272

  • Brian Megenity

    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