Stephen Robert Gegg
Investment adviser representative at Ascensus Investment Advisors, LLC
10 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
10 years in the industry.
- Ascensus Investment Advisors, LLCJun 2021 to now
- AscensusMar 2021 to now
- Bb&t - Northeast Inst Trust-serviceMar 2016 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5894471
- Firm CRD
- 120632