Unclaimed Profile

David P. Corcoran

ASCENDANT WEALTH MANAGEMENT LLC·BONITA SPRINGS, Florida

Series 65Clean record18 years registeredASCENDANT WEALTH MANAGEMENT LLC

3301 BONITA BEACH ROAD, BONITA SPRINGS, FL 34134CRD# 5423605Firm CRD# 145098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David P. Corcoran · BONITA SPRINGS, FL

Registration

CRD #5423605 · ASCENDANT WEALTH MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASCENDANT WEALTH MANAGEMENT LLC

CERITY PARTNERS LLC

Jan 2023 – Jan 2026

BONITA SPRINGS, FL

MARYLAND CAPITAL MANAGEMENT, LLC

Mar 2020 – Mar 2023

Bonita Springs, FL

ASCENDANT WEALTH MANAGEMENT

Oct 2007 – Jun 2020

BONITA SPRINGS, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 31, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENDANT WEALTH MANAGEMENT LLC

CRD 145098 · SEC 801-68341

AUM

$132M

Regulatory assets under management

Employees

66 client accounts

Services offered by ASCENDANT WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASCENDANT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does David P. Corcoran offer?

David P. Corcoran specializes in Investment Management, Fee-Only Advisory.

What are David P. Corcoran's credentials?

David P. Corcoran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David P. Corcoran located?

David P. Corcoran is based in BONITA SPRINGS, Florida, last registered with ASCENDANT WEALTH MANAGEMENT LLC.

How does David P. Corcoran charge for services?

David P. Corcoran's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENDANT WEALTH MANAGEMENT LLC?

ASCENDANT WEALTH MANAGEMENT LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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