Unclaimed Profile

Steven David Dombrower

ASCENSUS INVESTMENT ADVISORS, LLC·NEWTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 50, Series 63, Series 65CFAClean record24 years registeredASCENSUS INVESTMENT ADVISORS, LLC

95 WELLS AVENUE, NEWTON, MA 02459CRD# 2302416Firm CRD# 120632

Profile Verification

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

Identity

Steven David Dombrower · NEWTON, MA

Registration

CRD #2302416 · ASCENSUS INVESTMENT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Sep 2023 – present

AMERICAN PORTFOLIOS ADVISORS, INC

Jun 2020 – Oct 2023

HOLBROOK, NY

OFI PRIVATE INVESTMENTS INC

Dec 2001 – Dec 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 50

Series 63

Series 65

Registration record

First registered · December 7, 2001

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENSUS INVESTMENT ADVISORS, LLC

CRD 120632 · SEC 801-61492

AUM

$9.9B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Steven David Dombrower offer?

Steven David Dombrower specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.

What are Steven David Dombrower's credentials?

Steven David Dombrower holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven David Dombrower located?

Steven David Dombrower 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 Steven David Dombrower charge for services?

Steven David Dombrower'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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