Ascensus Broker Dealer Services, LLC
Firm details
- Headquarters
- Needham, 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 presented in the dataset as a broker-dealer services entity. Public disclosures from the firm are sparse; the available snapshot notes a mixed ownership structure (domestic entity plus individual owner) and classifies the firm as unclassified. According to the dataset, the firm does not act as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser, pension consultant, related adviser, or newly formed adviser.
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 9
Robert Kaplan
Chief Compliance OfficerCRD 1286735

James Gearin
Chief Operating OfficerCRD 1405150

David Musto
Chair, CEO, CCOCRD 2623276
Contacts
3 of 281Lindsey Ellis
Registered RepresentativeCRD 5772771

Glenn Zuck
Vice President, Business DevelopmentCRD 5170656

Shayne Layton
Institutional Relationship ManagerCRD 4410685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, 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
- Norfolk
- Address
- 140 Kendrick St
- Time zone
- ET (UTC-5)
- Office locations
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