linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Mccurran Basile

Ascensus Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Mccurran Basile

Daniel Mccurran Basile is an investment advisor representative with Ascensus Investment Advisors, LLC. Daniel has been in the financial services industry since May 10, 2009. Daniel's previous experience includes roles with BlackRock Investments, LLC, BlackRock Execution Services, MetLife Securities Inc., and Metropolitan Life Insurance Company. Daniel holds the Series 6, 7, 24, and 66 licenses.

Firm Information

Daniel Basile 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

percentage of assets

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

check

other

Percentage of program management fee and percentage of aua

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Basile’s Registration & Firm History

PA

11/21/2019 - Present

Ascensus Investment Advisors, LLC (DRESHER PA)

NJ

09/14/2012 - 10/10/2019

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

NY

06/29/2011 - 10/15/2012

BLACKROCK EXECUTION SERVICES (NEW YORK NY)

MA

09/14/2000 - 12/06/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

09/14/2000 - 12/06/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

Not sure if Daniel Mccurran Basile is right for you?

Licenses & Designations

BOTH

Issued 07/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2011

Series 7 - General Securities Representative Examination

BC

Issued 09/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Mccurran Basile.
Not sure if Daniel Mccurran Basile is right for you?