Michael Mansur has been President of Ascentis Wealth Management since March 2024, is a control person of the firm and directly owns under 5% of it.
Ascentis Wealth Management, LLC is a Dallas, TX firm with $596M under management, 259 clients and 5 advisers in one office, as of its May 2026 filing.
Michael Mansur’s longest registration was 6 years at Stifel, Nicolaus & Company, Incorporated (2009–2015). Before joining Ascentis Wealth Management in 2024, Michael Mansur was registered through Org Partners and Castleview Advisory.
- – present · 2 yearsDallas, TX · Adviser representative · Firm CRD 330923
- Org Partners– · 4 yearsDallas, TX · Adviser representative · Firm CRD 312728
- Castleview Advisory– · 1 yearAddison, TX · Adviser representative · Firm CRD 281688
- Castleview Advisory– · 1 yearAddison, TX · Adviser representative · Firm CRD 281688
- Castleview Partners, LLC– · 6 yearsDallas, TX · Adviser representative · Firm CRD 281410
- Stifel, Nicolaus & Company, Incorporated– · 6 yearsDallas, TX · Adviser representative · Firm CRD 793
- Stanford Group Company– · 2 yearsDallas, TX · Adviser representative · Firm CRD 39285
- Morgan Stanley– · 4 yearsArlington, TX · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Michael Mansur is registered as an investment adviser representative in Texas, since July 2024.
- TexasSince 12 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 9 May 2002 |
| Series 66 | Uniform Combined State Law Examination | 12 February 2001 |
| Series 7 | General Securities Representative Examination | 20 April 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Peter Mansur
- CRD
- 2966580
- Firm
- Ascentis Wealth Management · CRD 330923
- Role
- President
- Office
- 5001 SPRING VALLEY RD, SUITE 810W, Dallas, TX 75244
- Registration
- Investment adviser registration
- In the industry since
- July 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Mansur work?
Michael Mansur has been President of Ascentis Wealth Management, LLC since March 2024, and is a control person of the firm.
Is Michael Mansur a financial advisor?
Yes. Michael Mansur has a current investment-adviser registration in Texas, through Ascentis Wealth Management since July 2024.
How many years of experience does Michael Mansur have?
Michael Mansur has 28 years in the financial industry, since July 1998, across 7 adviser firms.
What exams has Michael Mansur passed?
Michael Mansur has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in April 1998. FINRA credited Michael Mansur with the SIE, which began in October 2018.
Where did Michael Mansur work before Ascentis Wealth Management?
Before Ascentis Wealth Management, Michael Mansur was registered through Castleview Advisory, March 2018 to December 2019; Castleview Advisory, March 2016 to December 2017; Castleview Partners, LLC, October 2015 to December 2021; Stifel, Nicolaus & Company, Incorporated, March 2009 to October 2015; Stanford Group Company, November 2006 to March 2009; Morgan Stanley, February 2002 to November 2006.
Where is Michael Mansur based?
Michael Mansur’s registered office is in Dallas, TX.
Is Michael Mansur registered with FINRA?
No. Michael Mansur has no current broker registration.
How can I verify Michael Mansur’s record?
Search CRD 2966580 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Mansur’s full registration record.
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector
- Clinton SorensonChief Investment Officer