Stephen Carrera
Investment adviser representative at Ascensus Investment Advisors, LLC
11 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
11 years in the industry.
- Ascensus Investment Advisors, LLCJun 2024 to now
- AscensusMar 2024 to now
- Nationwide Investment Services CorporationFeb 2022 to Mar 2024
- UnemployedDec 2020 to Feb 2022
- Massachusetts Mutual Life Insurance CompanyOct 2015 to Dec 2020
- MML Distributors LLCOct 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2022
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
- 4126214
- Firm CRD
- 120632