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Brad Richard Traynor

Ascensus Investment Advisors, LLC

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About Brad Richard Traynor

Brad Traynor is an Investment Adviser Representative with Ascensus Investment Advisors, LLC. Brad has been in the industry since 2005 and holds the Series 65. Ascensus Investment Advisors, LLC is an investment advisor specializing in providing portfolio management for pooled investment vehicles. Brad also offers insurance products through the firm or its affiliates.

Firm Information

Brad Traynor 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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Brad Traynor’s Registration & Firm History

MA

06/07/2023 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

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Licenses & Designations

IA

Issued 08/28/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Richard Traynor.
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