Paul Gregory Souppa
Investment adviser representative at Ascensus Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$13BFirm assets
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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
12 years in the industry.
- Ascensus Investment Advisors, LLCJan 2022 to now
- Ascensus Broker Dealer Services, Inc.Jan 2017 to now
- Voya FinancialSep 2014 to Dec 2016
- Voya Financial PartnersSep 2014 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 5715476
- Firm CRD
- 120632