Melissa A Bailey
Investment adviser representative at Ascensus Investment Advisors, LLC
19 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
19 years in the industry.
- Ascensus Investment Advisors, LLCOct 2022 to now
- AscensusJun 2016 to now
- Riversource Fund Distributors, Inc.May 2010 to now
- Riversource InvestmentsMay 2010 to now
- Columbia Management Advisors, LLCSep 2008 to now
- Columbia Management GroupJun 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
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
- 5344190
- Firm CRD
- 120632