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Khashayar Ahouraei

Investment adviser representative at Ascensus Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$13BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Ascensus Investment Advisors, LLCJul 2025 to now
  2. AscensusMar 2025 to now
  3. Osaic Wealth, Inc.Jan 2024 to Feb 2025
  4. UnemployedJun 2023 to Jan 2024
  5. Financial Engines Advisors L.L.C.Sep 2013 to May 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (MA).

Ascensus Investment Advisors, LLC

$13BAssets managed
27Clients
43Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2801481
Firm CRD
120632
Advisor's SEC record (opens in a new tab)
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