Conner Wilson Ascher
Investment Adviser Representative at Gentrust
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Conner Wilson Ascher is an investment adviser representative with Gentrust in Newport Beach, CA, where they have been registered since 2025. They have worked in the securities industry since 2017 and were previously registered with Alliancebernstein L.P. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morningstar IncJul 2016 – Aug 2017Chicago, IL
- William BlairAug 2017 – May 2018Chicago, IL
- Rx3 Growth PartnersMay 2018 – Feb 2021Newport Beach, CA
- Source ONE Global, Inc.Feb 2021 – Aug 2022Los Angeles, CA
- Alliancebernstein L.P.Nov 2022 – Jun 2025Los Angeles, CA
- UnemployedAug 2022 – Nov 2022Los Angeles, CA
- GenTrustJul 2025 – no end date reportedMiami, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gentrust
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $10,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Miami, FL
- SEC file number:
- 801-72707
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Conner Wilson Ascher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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