ASCEND ADVISOR SERVICES LLC
CRD #306302 SEC #802-118498 NEW YORK, NY 917-991-8911
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CIANFICHI, BROOKE, ELIZABETH | I | CCO | NA | Control |
| CIANFICHI, BROOKE, ELIZABETH | I | CCO | NA | Control |
| SHIELDS, DANIEL, ABRAHAM | I | CEO | E | Control |
| SHIELDS, DANIEL, ABRAHAM | I | CEO | E | Control |
| SHIELDS, DANIEL, ABRAHAM | I | CEO | E | Control |
| SHIELDS, DANIEL, ABRAHAM | I | CEO | E | Control |
| SHIELDS, DANIEL, ABRAHAM | I | CEO | E | Control |
| SHIELDS, DANIEL, ABRAHAM | I | CEO | E | Control |
| SHIELDS, DANIEL, ABRAHAM | I | CEO | E | Control |
Registrations
Federal
ERA
Oct 14, 2025 REGISTERED
Address
C/O ASCENDAMERICA445 PARK AVENUE, 7TH FLOOR
NEW YORK, NY 10022
United States
Phone: 917-991-8911