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Daniele Marie Seitz

Ascension Asset Management LLC

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About Daniele Marie Seitz

Daniele Marie Seitz is an investment advisor representative associated with Ascension Asset Management LLC. Daniele Marie Seitz is registered with FINRA as a general securities representative and has been in the industry since 1992. Daniele Marie Seitz is also registered with the state of Ohio as an investment advisor representative. Prior to Ascension Asset Management LLC, Daniele Marie Seitz was employed by MIDWOOD SECURITIES, INC., DAHLMAN ROSE & COMPANY, LLC, BGC FINANCIAL INC., CITIGROUP GLOBAL MARKETS INC., UBS WARBURG LLC and SBC WARBURG DILLON READ INC..

Firm Information

Daniele Seitz is currently registered with Ascension Asset Management LLC. Ascension Asset Management LLC is a New York-based investment advisor that manages approximately $200,117,860 in assets for 48 accounts. The firm provides portfolio management for individuals, as well as other advisory services, including managing accounts for foundations, charitable organizations, and trusts. The firm has 2 employees with investment advisory functions and primarily serves high-net-worth individuals, charitable organizations, and pension and profit sharing plans.
Ascension Asset Management LLC

20 EAST 69TH STREET, 4TH FLOOR

NEW YORK, NY 10021-4922

$200.12M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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foundations, charitable & trusts

Foundations, charitable & trusts

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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Daniele Seitz’s Registration & Firm History

NY

09/15/2020 - Present

Ascension Asset Management LLC (NEW YORK NY)

NY

04/03/2009 - 03/04/2011

MIDWOOD SECURITIES, INC. (NEW YORK NY)

NY

01/24/2006 - 03/10/2008

DAHLMAN ROSE & COMPANY, LLC (NEW YORK NY)

NY

09/05/2003 - 04/27/2006

BGC FINANCIAL INC. (NEW YORK NY)

NY

04/02/2001 - 07/30/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

07/08/1992 - 12/01/2000

UBS WARBURG LLC (NEW YORK NY)

CT

06/25/1998 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 05/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/25/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/06/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniele Marie Seitz.
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