Thomas Zenoby
Investment adviser representative at Ascensus Investment Advisors, LLC
8 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
8 years in the industry.
- Ascensus Investment Advisors, LLCNov 2023 to now
- AscensusAug 2023 to now
- BenecoAug 2023 to now
- Pensionmark Financial GroupJan 2023 to Jul 2023
- Pensionmark Securities, LLCJan 2023 to Jul 2023
- LPL Financial LLCJul 2022 to Jan 2023
- Arizona Bank & TrustJan 2021 to Jan 2023
- Adp Broker Dealer IncNov 2017 to Jan 2021
- Adp LLCNov 2017 to Jan 2021
- Adp LLCMar 2016 to Sep 2017
- Adp Broker-dealer IncMar 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2023
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
- 5241257
- Firm CRD
- 120632