Daniel Mccurran Basile

Employer firm

Ascensus Investment Advisors, LLC CRD 120632

$13.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• PORTFOLIO MGMT/OVERSIGHT INCL REVIEW OF ALLOCATIONS & SELECTION OF UNDERLYING SECURITIES FOR QUAL TUITION 529/529A & SFRP PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 11/2019
  Blackrock
  Princeton, NJ
• 11/2019 → Present
  Ascensus
  Dresher, PA

Previous Registrations

• 2013-07-19 → 2019-10-10
  Blackrock Financial Management, Inc
  Princeton, NJ
  New York, NY

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

• S66 Uniform Combined State Law Examination
  2013-07-19

Other Names

• Dan Basile
• Dan Basile
• Daniel Basile