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Paul Gregory Souppa

Ascensus Investment Advisors, LLC

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About Paul Gregory Souppa

Paul Gregory Souppa is a financial advisor with Ascensus Investment Advisors, LLC, with over 12 years of experience in the financial services industry. Paul specializes in working with state and municipal government entities, and has a strong background in retirement planning and investment management. Paul has a strong academic background, holding the Chartered Financial Consultant (ChFC) designation. Paul also holds the Series 6, Series 50 and Series 65 licenses. Paul is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Paul Souppa 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 Souppa’s Registration & Firm History

MA

01/04/2022 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

MA

12/18/2009 - 12/31/2016

VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)

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Licenses & Designations

IA

Issued 11/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2020

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Gregory Souppa.
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