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Zachary Philip Nowicki

Ascensus Investment Advisors, LLC

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About Zachary Philip Nowicki

Zachary Philip Nowicki is a financial advisor with Ascensus Investment Advisors, LLC. Zachary is registered as a Registered Representative and Investment Advisor Representative in Massachusetts. Zachary has been in the financial services industry since November 7, 2012. Zachary is also associated with FuturePlan by Ascensus, a network of retirement plan administrators. Ascensus Investment Advisors, LLC is a registered investment advisor with the SEC and is headquartered in Newton, Massachusetts. The firm provides a variety of investment advisory services, including portfolio management for pooled investment vehicles and pension consulting. The firm primarily serves state or municipal government entities.

Firm Information

Zachary Nowicki 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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Zachary Nowicki’s Registration & Firm History

MA

08/02/2022 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

OH

10/04/2012 - 06/20/2022

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BC

Issued 05/12/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Philip Nowicki.
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