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Derek Anthony Delorenzo

UPROMISE INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts
SIE, Series 6TO, Series 7, Series 24, Series 50, Series 63Clean recordUPROMISE INVESTMENT ADVISORS, LLC
95 WELLS AVENUE, NEWTON, MA 02459CRD# 2426671Firm CRD# 120632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Anthony Delorenzo · NEWTON, MA
Registration
CRD #2426671 · UPROMISE INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 24
Series 50
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ASCENSUS INVESTMENT ADVISORS, LLC
CRD 120632 · SEC 801-61492
AUM
$9.9B
Regulatory assets under management
Employees
47
10 client accounts
Services offered by ASCENSUS INVESTMENT ADVISORS, LLC
Per Form ADV
Pension consulting
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ASCENSUS INVESTMENT ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Derek Anthony Delorenzo offer?
Derek Anthony Delorenzo specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Derek Anthony Delorenzo's credentials?
Derek Anthony Delorenzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Anthony Delorenzo located?
Derek Anthony Delorenzo is based in NEWTON, Massachusetts, working with UPROMISE INVESTMENT ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Derek Anthony Delorenzo charge for services?
Derek Anthony Delorenzo's firm is compensated through percentage of aum, other: percentage of program management fee and percentage of aua. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UPROMISE INVESTMENT ADVISORS, LLC?
UPROMISE INVESTMENT ADVISORS, LLC has approximately 47 employees and manages $9.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UPROMISE INVESTMENT ADVISORS, LLC

Robert Barry Kaplan
NEWTON, MA
Jay Candelmo
NEWTON, MA
Steven David Dombrower
NEWTON, MA
CFA
George Anthony Ducasse
NEWTON, MA
Monica Marie Poirier
NEWTON, MA
Jeffrey Paul Howkins
NEWTON, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)HINGHAM (23)
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Research
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