Inactive

Robert Percival

Ascensus Investment Advisors, LLC

Claim This Profile

Current Employers

Ascensus Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-02-11

MA RA
APPROVED

Since 2026-02-11

Branch Locations

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

Organization	City	State	From	To
Ascensus Broker Dealer Services, Inc.	Newton	MA	12/2013	02/2020
Unemployed	Hudson	MA	02/2020	10/2020
Orion Advisor Solutions, Llc	Omaha	NE	10/2020	05/2025
Brinker Capital Securities	Berwyn	PA	11/2021	05/2025
Ascensus	Newton	MA	12/2025	Present
Akf Consulting Llc	New York	NY	06/2025	12/2025

12/2013 → 02/2020

Ascensus Broker Dealer Services, Inc.

Newton, MA
02/2020 → 10/2020

Unemployed

Hudson, MA
10/2020 → 05/2025

Orion Advisor Solutions, Llc

Omaha, NE
11/2021 → 05/2025

Brinker Capital Securities

Berwyn, PA
12/2025 → Present

Ascensus

Newton, MA
06/2025 → 12/2025

Akf Consulting Llc

New York, NY

Previous Registrations

2023-01-17 → 2025-06-03

Orion Portfolio Solutions, Llc

Omaha, NE

Hudson, MA
2021-03-03 → 2023-01-06

Orion Portfolio Solutions, Llc

Omaha, NE

Hudson, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-26
S63	Uniform Securities Agent State Law Examination	1994-10-27

S65 Uniform Investment Adviser Law Examination

2021-02-26
S63 Uniform Securities Agent State Law Examination

1994-10-27

Other Names

Rob Percival
Robert B Percival

View on SEC IAPD

More in Needham, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor