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RIA / WealthAdvisor29 years in industry

KHASHAYAR AHOURAEI

Advisor at ASCENSUS INVESTMENT ADVISORS, LLC

LITCHFIELD PARK, AZ | NEEDHAM, MA

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Search this name across graphsid dfx:ria:cf43d3f0-f5ed-9dcd-d83a-42c85599c324

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 1, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASCENSUS INVESTMENT ADVISORS, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 8, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 8, 1996
First registration: Jun 1, 2006
Dual registered: no
IAPD individual key: 2801481

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASCENSUS INVESTMENT ADVISORS, LLC	Institutional manager	Jul 28, 2025	n/a	yes	NEEDHAM, MA\|LITCHFIELD PARK, AZ	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 11, 2024	Feb 18, 2025	no	SCOTTSDALE, AZ\|LITCHFIELD, AZ	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Oct 16, 2013	Jun 13, 2023	no	PHOENIX, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 13, 2012	Jun 7, 2013	no	CHANDLER, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 1, 2006	Apr 25, 2012	no	PHOENIX, AZ\|PHOENIX, AZ\|Phoenix, AZ\|Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	ASCENSUS INVESTMENT ADVISORS, LLC	Feb 18, 2025	Jul 28, 2025	160	Firm change	Other
EDELMAN FINANCIAL ENGINES	OSAIC WEALTH, INC.	Jun 13, 2023	Jan 11, 2024	212	Firm change	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EDELMAN FINANCIAL ENGINES	Jun 7, 2013	Oct 16, 2013	131	Firm change	Other
CHARLES SCHWAB & CO., INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 25, 2012	Nov 13, 2012	202	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ ASCENSUS INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jul 28, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 11, 2024 to Feb 18, 2025factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Oct 16, 2013 to Jun 13, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 13, 2012 to Jun 7, 2013factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 1, 2006 to Apr 25, 2012factForm ADV

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
Khashayar Ahouraei left Osaic Wealth, Inc. for Ascensus Investment Advisors, Llc (registered 2025-07-28)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2023
Advisor changed firm
Khashayar Ahouraei left Edelman Financial Engines for Osaic Wealth, Inc. (registered 2024-01-11)
Form ADVobserved 5 days ago