Daniel Mccurran Basile

Ascensus Investment Advisors, LLC

16 Years of Experience

Broker

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

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.

Employment History

Current Registrations

Ascensus Investment Advisors, LLC

November 2019 - Present · 6 yrs 3 mos

Ascensus Broker Dealer Services, LLCBroker

November 2019 - Present · 6 yrs 3 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

Exams

No exam information available for this advisor.