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Lora Viselli Fitch

Ascensus Investment Advisors, LLC

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About Lora Viselli Fitch

Lora Fitch is an investment advisor representative registered with Ascensus Investment Advisors, LLC. Lora has been in the financial services industry since August 2001. Lora specializes in providing investment advisory services to state or municipal government entities. The firm offers investment advisory services for pooled investment vehicles and pension consulting.

Firm Information

Lora Fitch 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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Lora Fitch’s Registration & Firm History

MA

07/09/2024 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

MI

06/05/2017 - 04/19/2024

PRINCIPAL SECURITIES, INC. (Grand Rapids MI)

MI

05/11/2001 - 05/11/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 10/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/24/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 05/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lora Viselli Fitch.
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