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Margaret Brennan Creonte

ASCENSUS INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts
Clean recordASCENSUS INVESTMENT ADVISORS, LLC
95 WELLS AVENUE, NEWTON, MA 02459CRD# 5100129Firm CRD# 120632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Brennan Creonte · NEWTON, MA
Registration
CRD #5100129 · ASCENSUS INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Brennan Creonte 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ASCENSUS INVESTMENT ADVISORS, LLC
ASCENSUS INVESTMENT ADVISORS, LLC
AUM
$9.9B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at ASCENSUS INVESTMENT ADVISORS, LLC →
Services
Pension consulting
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA
Regulatory
SEC/IARD CRD# 5100129
Firm CRD# 120632
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Brennan Creonte offer?
Margaret Brennan Creonte specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Margaret Brennan Creonte's credentials?
Margaret Brennan Creonte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Brennan Creonte located?
Margaret Brennan Creonte 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 Margaret Brennan Creonte charge for services?
Margaret Brennan Creonte'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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Other Advisors at ASCENSUS INVESTMENT ADVISORS, LLC

George Anthony Ducasse
NEWTON, MA
Jay Candelmo
NEWTON, MA
Monica Marie Poirier
NEWTON, MA
Robert Barry Kaplan
NEWTON, MA
Kevin Douglas Cox
NEWTON, MA
Peter James Angus
NEWTON, MA

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Research
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