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Andrew Sessions

Ascensus Investment Advisors, LLC

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About Andrew Sessions

Andrew Sessions is a registered investment advisor representative with Ascensus Investment Advisors, LLC, with experience in the financial services industry since 2014. Andrew is currently registered to provide investment advice in Massachusetts and North Carolina. In addition to his association with Ascensus Investment Advisors, LLC, Andrew is also associated with FuturePlan by Ascensus, a network of retirement plan administrators. Andrew has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.

Firm Information

Andrew Sessions is currently registered with Ascensus Investment Advisors, LLC. Ascensus Investment Advisors, LLC is an investment advisor headquartered in NEWTON, MA. The firm provides portfolio management and oversight services for qualified tuition 529/529A and SFRP plans, as well as pension consulting services. They manage approximately $9,878,077,323 in assets for 27 state or municipal government entities. The firm has 37 investment adviser representatives and 26 registered representatives.
Ascensus Investment Advisors, LLC

95 WELLS AVENUE

NEWTON, MA 02459

$9.88B

Assets Under Management

9

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of program management fee and percentage of aua

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Andrew Sessions’s Registration & Firm History

NC

07/26/2022 - Present

Ascensus Investment Advisors, LLC (Indian Trail NC)

NC

02/24/2015 - 05/11/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

07/29/2014 - 02/05/2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

12/16/2013 - 07/28/2014

FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)

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Licenses & Designations

IA

Issued 03/16/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Sessions.
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