TrueAdvisor
TrueAdvisor
AD
AD

Allen John Devincent

Ascensus Investment Advisors, LLC
21 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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Ascensus Investment Advisors, LLC
October 2019 - Present · 6 yrs 4 mos
Ascensus Broker Dealer Services, LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Cantella & CO., INC.
November 2017 - August 2019 · 1 yr 9 mos
Cantella & CO., INC.Broker
November 2017 - August 2019 · 1 yr 9 mos
LPL Financial LLC
December 2008 - November 2017 · 8 yrs 11 mos
LPL Financial LLCBroker
August 2008 - November 2017 · 9 yrs 3 mos
Commonwealth Financial NetworkBroker
April 2006 - June 2008 · 2 yrs 2 mos
Banc of America Investment Services, INC.
July 2005 - April 2006 · 9 mos
Banc of America Investment Services, INC.Broker
July 2005 - April 2006 · 9 mos
Commonwealth Financial NetworkBroker
May 2004 - June 2005 · 1 yr 1 mo
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.