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 is recorded as SEC-registered in 1994. The FINTRX snapshot classifies the firm as unclassified and identifies its owner type as a domestic entity/individual. The record flags the firm as not being a capital allocator, not an active ESG investor, and not a multistate adviser; it is also not marked as a newly formed adviser, pension consultant, or related adviser. The firm provided minimal detail about its specific business lines, advisory activities, or external affiliations in the FINTRX entry.
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
Owners & executives
3 of 8ROBERT KAPLAN
Chief Compliance OfficerCRD 1286735
Marc Mehlman
Chief Financial OfficerCRD 3152118
DAVID MUSTO
Chair, CEO, CCOCRD 2623276
Contacts
3 of 285Roger 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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