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Daniel Basile

17 Years of Experience
Dresher, PA
Broker

Daniel Basile is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Dresher, PA, with 17 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
41 advisors
IM Fee
Planning only
Assets Under Management
$13.0B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 Dryden Road, Dresher, PA, 19025

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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 11 mos
Ascensus Broker Dealer Services, LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Blackrock Financial Management, INC
July 2013 - October 2019 · 6 yrs 3 mos
Blackrock Investments, LLCBroker
September 2012 - October 2019 · 7 yrs 1 mo
Blackrock Execution ServicesBroker
June 2011 - October 2012 · 1 yr 4 mos
Metlife Securities INC.Broker
September 2000 - December 2002 · 2 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
September 2000 - December 2002 · 2 yrs 3 mos
State Registrations2 states
MANJ
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.