Joseph
Pantozzi
The Ascent Group, LLC
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About this Advisor
Joseph Pantozzi is a chartered financial consultant working out of Virginia Beach, Virginia with 2 years of relevant experience. Pantozzi works at The Ascent Group, LLC. Over the course of their career, they have held roles at Ameritas Investment Company, LLC, Ameritas Life Insurance Company, Ameritas Life Insurance Corp Of New York, Alpha Omega Wealth, Unbridled Wealth, LLC, The Ascent Group, LLC, Ameritas Advisory Services, LLC and Aero Wealth LLC. Pantozzi has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nevada. The Ascent Group, LLC is a financial advisory company that has its headquarters in Virginia Beach, VA. The firm has offices in nine locations and a total of 30 people on staff. It manages $3 billion in assets under management across its 5,077 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 14 charities and foundations. Of its 5,077 customer accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets. The company performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types charged by The Ascent Group, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joseph Pantozzi Work History
Joseph has been registered as a financial advisor for 2 years.*
The Ascent Group, LLC
Ameritas Advisory Services, LLC
Aero Wealth LLC
Alpha Omega Wealth
Ameritas Life Insurance Corp Of New York
Ameritas Investment Company, LLC
Ameritas Life Insurance Company
Unbridled Wealth, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Pantozzi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ascent Group, LLC
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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