Unclaimed Profile

Jay Candelmo

ASCENSUS INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts

Clean recordASCENSUS INVESTMENT ADVISORS, LLC

95 WELLS AVENUE, NEWTON, MA 02459CRD# 5061577Firm CRD# 120632

Profile Verification

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

Identity

Jay Candelmo · NEWTON, MA

Registration

CRD #5061577 · ASCENSUS INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jay Candelmo is a registered financial advisor based in NEWTON, Massachusetts, affiliated with ASCENSUS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ASCENSUS INVESTMENT ADVISORS, LLC

AUM

$9.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASCENSUS INVESTMENT ADVISORS, LLC →

Services

Pension consulting

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Other: PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA

Regulatory

SEC/IARD CRD# 5061577

Firm CRD# 120632

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jay Candelmo offer?

Jay Candelmo specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.

What are Jay Candelmo's credentials?

Jay Candelmo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Candelmo located?

Jay Candelmo is based in NEWTON, Massachusetts, working with ASCENSUS INVESTMENT ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Jay Candelmo charge for services?

Jay Candelmo'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 ASCENSUS INVESTMENT ADVISORS, LLC?

ASCENSUS 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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