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Natalie Fong

Ascensus Investment Advisors, LLC

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About Natalie Fong

Natalie Fong is an investment advisor representative associated with Ascensus Investment Advisors, LLC and has been in the industry since 1999. Natalie has a Series 7 and Series 66 license and is currently registered with the state of Massachusetts. Natalie specializes in providing portfolio management services for pooled investment vehicles and pension consulting.

Firm Information

Natalie Fong 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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Natalie Fong’s Registration & Firm History

MA

07/18/2023 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

CA

01/01/2007 - 04/04/2012

STANCORP EQUITIES, INC. (WALNUT CREEK CA)

CA

01/09/2006 - 01/01/2007

INVESMART SECURITIES, LLC (SAN JOSE CA)

NC

04/11/2005 - 12/12/2005

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

MN

09/09/2004 - 04/11/2005

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

MA

01/09/2001 - 06/22/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

MN

05/28/1999 - 12/07/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/28/1999 - 12/07/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/23/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalie Fong.
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