TrueAdvisor
TrueAdvisor
CS
CS

Carl Jefferson Settles

Ascensus Investment Advisors, LLC
15 Years of Experience
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
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Bb&t Institutional Investment Advisers, INC.
March 2011 - January 2021 · 9 yrs 10 mos
Bb&t Asset Management, INC.
April 2009 - November 2010 · 1 yr 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.