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Paul Anthony Novitski

Ascensus Investment Advisors, LLC

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About Paul Anthony Novitski

Paul Anthony Novitski is an investment advisor representative with Ascensus Investment Advisors, LLC, and has been registered with FINRA since 2004. Paul has experience with the Series 7 and Series 66 exams. Paul's current employment began in 2023. Prior to that, Paul worked at Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Paul's main office location is at 95 WELLS AVENUE SUITE 160, NEWTON, MA, 02459. Paul is affiliated with Newport Group Inc., and is licensed to offer insurance products through Ascensus Investment Advisors, LLC or its affiliates.

Firm Information

Paul Novitski 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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Paul Novitski’s Registration & Firm History

MA

07/05/2023 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

WI

07/06/2005 - 04/05/2010

CHASE INVESTMENT SERVICES CORP. (NEW FRANKEN WI)

IL

05/23/2005 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

03/25/2004 - 04/26/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Anthony Novitski.
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