Advisor at Ascentis Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ascentis Wealth Management, LLC
Location
St. Thomas, VI 00802
Credentials
Series 63, Series 65
Industry experience
22 years
Ryan Uszenski is a financial advisor with Ascentis Wealth Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Merrill Lynch, Emerald Investment Partners, ORG Partners, and AgTech VI. Outside of his advisory work, he serves as president of a manufacturing company and is a limited partner in a risk management consulting firm for the energy industry, as well as treasurer of the Virgin Islands Swimming Federation. Ascentis Wealth Management serves individual and high-net-worth clients, institutional plan sponsors, trusts, estates, and business entities by providing financial planning, investment management, retirement plan consulting, and related services. The firm implements portfolios through strategic and tactical asset allocation, utilizing both in-house and third-party model strategies, and offers clients options including wrap-fee and non-wrap arrangements.
Based on Ascentis Wealth Management, LLC
Fixed fees for financial planning services negotiated on a project basis.
up to 2.00% annually (maximum 200 basis points) quarterly billed in advance; fees may be negotiable and charged at lower rates at firm's discretion
Some firm representatives are licensed insurance agents and may receive commissions from insurance products recommended to clients.
Hourly fees for financial planning services, charged based on time required and negotiated individually.
Fee-only: Financial planning fees charged on hourly or fixed fee basis, negotiated individually, fees may be waived or reduced; fixed fee covers up to 12 months of services.
840 Eastern Nazareth
St. Thomas, VI 00802
Virgin Islands
Ascentis Wealth Management
2026 - Present (1 year)
ORG Partners
2022 - 2026 (4 years)
AgTech VI
2019 - 2021 (2 years)
XO Worldwide
2019 - Present (7 years)
Emerald Investment Partners, LLC
2017 - 2022 (5 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 66
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Negron-Ramos LLC
Series 63, Series 65
Humacao, PR
Premier Investment Management, LLC
Series 63, Series 65, Series 66
San Juan, PR
Orchard Wealth & Legacy Management LLC
Series 63, Series 66
Moca, PR
AtlanticMidwest Investment Research, LLC
Series 66
Rincon, PR
NewGen Wealth Creation LLC
Series 63, Series 65, Series 66
Guaynabo, PR
4/26 Retirement Income Planning & Wealth Management, LLC
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