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Gregory Kiser

Ascensus Investment Advisors, LLC

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About Gregory Kiser

Gregory Kiser is a registered investment advisor representative with Ascensus Investment Advisors, LLC. Gregory has been in the financial services industry since January 15, 2013. Ascensus Investment Advisors, LLC offers a variety of advisory services including portfolio management for pooled investment vehicles and pension consulting. Gregory is also registered with the state of Massachusetts as an investment advisor representative.

Firm Information

Gregory Kiser 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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Gregory Kiser’s Registration & Firm History

NY

11/07/2023 - Present

Ascensus Investment Advisors, LLC (SYRACUSE NY)

NY

12/18/2014 - 03/22/2022

EQUITABLE ADVISORS, LLC (SYRACUSE NY)

NY

02/11/2013 - 10/21/2013

M&T SECURITIES, INC. (DEWITT NY)

NY

02/08/2012 - 02/07/2013

KEY INVESTMENT SERVICES LLC (UTICA NY)

NY

08/05/2010 - 01/06/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)

NY

06/04/2008 - 11/06/2008

UBS SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Kiser.
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