DB

Daniel Mccurran Basile

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only

AIA is paid fees pursuant to a contract that it and/or an affiliate has entered into with a State Administrator. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm, unless otherwise contractually agreed to by the relevant parties. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services conducted outside the scope of AIA.

Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
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Advisor Information

Office location

200 Dryden Road, Dresher, PA, 19025

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ascensus Investment Advisors, LLC
November 2019 - Present · 6 yrs 2 mos
Ascensus Broker Dealer Services, LLCBroker
November 2019 - Present · 6 yrs 2 mos
Previous Registrations
Blackrock Financial Management, INC
July 2013 - October 2019 · 6 yrs 3 mos
Blackrock Investments, LLCBroker
September 2012 - October 2019 · 7 yrs 1 mo
Blackrock Execution ServicesBroker
June 2011 - October 2012 · 1 yr 4 mos
Metlife Securities INC.Broker
September 2000 - December 2002 · 2 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
September 2000 - December 2002 · 2 yrs 3 mos
State Registrations2 states
MANJ
AdvisorBroker
Exams
No exam information available for this advisor.
Daniel Mccurran Basile - Financial Advisor | AdvisorDiscover