Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek M. Vito is a registered investment advisor representative with Ascensus Investment Advisors, LLC. Derek has over 20 years of experience in the financial services industry. Derek previously worked for Morgan Stanley and Citigroup Global Markets Inc. Derek is registered to provide investment advisory services in Massachusetts.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
11/21/2019 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
PA
01/30/2018 - 10/19/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
NY
06/01/2009 - 01/02/2018
MORGAN STANLEY (PURCHASE NY)
DE
09/10/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
IA
Issued 12/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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