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Current Employers
Ascensus Investment Advisors, Llc

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-11-21
  • MA RA
    APPROVED
    Since 2019-11-21

Branch Locations

200 Dryden Road, Dresher, PA 19025 • United States

140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackrock Princeton NJ 12/2010 11/2019
Ascensus Dresher PA 11/2019 Present
  • 12/2010 → 11/2019
    Blackrock
    Princeton, NJ
  • 11/2019 → Present
    Ascensus
    Dresher, PA
Previous Registrations
Other Businesses

Registrant is an elder and chair of the Finance Committee of the Flemington Presbyterian Church. Registrant serves on the Session of the Church which is tasked with the governance and the direction of the congregation and also is in a leadership role which oversees the finances and endowment of the church. The Flemington Presbyterian Church is located at 10 E., Main Street, Flemington, NJ 08822. Registrant works approximately 4-8 hours per month in this non-investment related position. The hours associated with this activity do not conflict with Ascensus business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-19
  • S66 Uniform Combined State Law Examination
    2013-07-19
Other Names
  • Dan Basile
  • Dan Basile
  • Daniel Basile

View on SEC IAPD

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