Fresno, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ascentis Independent Advisors, LLC
Multi-team
Firm-wide stats for Ascentis Independent Advisors, LLC
About
Ascentis Independent Advisors is a multi‑team SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management, comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party managers, and both wrap and co‑advisory program options.
Portfolios are constructed from a mix of public and private securities — including stocks, bonds, ETFs, mutual funds, options, alternative investments, and private placements — and are monitored and rebalanced on an ongoing basis. The firm commonly implements discretionary management via model portfolios, sub‑advisory arrangements (including with an affiliated sub‑adviser), and third‑party co‑advisers or platform programs for trade execution and account administration.
Noteworthy aspects include a Private Direct Investments (PDI) program that offers illiquid private fund opportunities to a limited group of clients with allocation policies that give priority to prior investors, and recent affiliate consolidation and ownership restructuring that expanded in‑house model and sub‑advisory capabilities. The firm’s multi‑office, multi‑advisor scale and routine use of co‑advisory platforms and affiliate models are specifically disclosed in the brochure and are managed through supervisory procedures and written policies to address related conflicts of interest.
Based on Ascentis Independent Advisors, LLC
Expertise
Based on Ascentis Independent Advisors, LLC
Location
5200 N. Palm Ave, Ste 301
Fresno CA 93704
Advisors at this office
3
Advisors at this office
Vlada T
Series 66
Fresno, CA
Ascentis Independent Advisors, LLC
Vlada Trostyanskaya is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., and Peak Brokerage Services, LLC. She is also involved with Capital Waypoint LLC, a non-investment-related support company. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management and financial planning services using a mix of public and private securities, and employs discretionary management through model portfolios, sub-advisory arrangements, and co-advisory programs.
Cheryl H
Series 66
Fresno, CA
Ascentis Independent Advisors, LLC
Cheryl Hurne is a financial advisor at Ascentis Independent Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Inc. and Raymond James Financial Services. Outside of advising, she operates an online housewares business on eBay and serves as a paid notary. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of public and private securities with ongoing monitoring and rebalancing.
Jarrod M
Series 63, Series 65
Fresno, CA
Ascentis Independent Advisors, LLC
Jarrod Martinez is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he serves as Treasurer for Valley Children's Hospital and owns businesses related to aircraft asset protection. Ascentis Independent Advisors is a multi-team SEC-registered firm that serves individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management and financial planning, utilizing diversified portfolios and discretionary management strategies through model portfolios and sub-advisory arrangements.
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