Andrue Joseph Nicholas
Investment adviser representative at The Ascent Group, LLC
10 yearsExperience
1 stateRegistered in
$4.8BFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- The Ascent Group, LLCJun 2026 to now
- Osaic WealthJun 2026 to now
- Alera GroupMay 2026 to now
- UnemployedApr 2026 to May 2026
- Hardenbergh Insurance GroupDec 2025 to Apr 2026
- UnemployedJun 2025 to Dec 2025
- Citrin CoopermanApr 2024 to Sep 2024
- Group One Trading L.PApr 2023 to Sep 2023
- The Haverford Trust CompanyApr 2022 to Sep 2022
- Drexel UniversitySep 2021 to Jun 2025
- St. Augustine PrepJun 2016 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
5 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
- 7530934
- Firm CRD
- 314424