Daniel Basile (CRD# 4227342) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Dresher, PA and has over 10 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus | Dresher, PA | Nov 2019 - Current | 4 |
| Blackrock | Princeton, NJ | Dec 2010 - Nov 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- MA
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Total Assets Under Management9,878MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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