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Glenn Zuck

Ascensus Investment Advisors, LLC

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About Glenn Zuck

Glenn Zuck is a registered investment advisor representative with Ascensus Investment Advisors, LLC. Glenn has been in the industry for over 13 years, with experience at both Lord Abbett Distributor LLC and Ascensus. Glenn has a Series 66 and Series 7 license. Glenn also has a Securities Industry Essentials Examination (SIE) license. Glenn is registered to advise clients in Massachusetts and South Carolina. Glenn also serves as the CFO for the Journey Home Rescue Alliance, a non-profit dog rescue.

Firm Information

Glenn Zuck 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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Glenn Zuck’s Registration & Firm History

MA

11/13/2019 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

NJ

07/19/2006 - 07/19/2019

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 08/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glenn Zuck.
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