TrueAdvisor
TrueAdvisor
DV
DV

Derek M Vito

Ascensus Investment Advisors, LLC
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Ascensus Investment Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only

Location

95 Wells Avenue, Suite 160, Newton, MA, 02459

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ascensus Investment Advisors, LLC
November 2019 - Present · 6 yrs 3 mos
Ascensus Broker Dealer Services, LLC
October 2018 - Present · 7 yrs 4 mos
Ascensus Broker Dealer Services, LLCBroker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Ascensus Financial Services, LLC.Broker
January 2018 - October 2018 · 9 mos
Morgan StanleyBroker
June 2009 - January 2018 · 8 yrs 7 mos
Morgan Stanley
June 2009 - January 2018 · 8 yrs 7 mos
Citigroup Global Markets INC.
January 2006 - June 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
September 2001 - June 2009 · 7 yrs 9 mos
State Registrations2 states
DEMA
AdvisorBroker
Exams
No exam information available for this advisor.