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Melissa A Bailey

Ascensus Investment Advisors, LLC

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About Melissa A Bailey

Melissa Bailey is a financial advisor with Ascensus Investment Advisors, LLC based in Newton, MA. Melissa has been in the industry since June 2007, and has held licenses in multiple states, including Massachusetts and Rhode Island. She has worked in various financial roles, including with Columbia Management Group and Riversource Investments. Melissa is also an active member of her local chapter of the Society of Human Resource Management (SHRM).

Firm Information

Melissa Bailey 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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Melissa Bailey’s Registration & Firm History

MA

10/25/2022 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

MA

05/01/2010 - 06/06/2016

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

06/20/2007 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 02/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa A Bailey.
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