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Monica Marie Poirier

ASCENSUS INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts
Clean recordASCENSUS INVESTMENT ADVISORS, LLC
95 WELLS AVENUE, NEWTON, MA 02459CRD# 2687080Firm CRD# 120632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Monica Marie Poirier · NEWTON, MA
Registration
CRD #2687080 · ASCENSUS INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Monica Marie Poirier 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# 2687080
Firm CRD# 120632
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Monica Marie Poirier offer?
Monica Marie Poirier specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Monica Marie Poirier's credentials?
Monica Marie Poirier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monica Marie Poirier located?
Monica Marie Poirier 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 Monica Marie Poirier charge for services?
Monica Marie Poirier'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
Robert Barry Kaplan
NEWTON, MA
Sandra Irene Madden
NEWTON, MA
Kevin Douglas Cox
NEWTON, MA
Margaret Brennan Creonte
NEWTON, MA

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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
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Research
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