Martin Moshier, financial advisor New Hartford NY

Martin Moshier

CRD Number: 4342998
Current Firm: Ascent Wealth Partners, LLC

Martin Moshier (CRD# 4342998) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 21 years of experience in the finance industry.

Similar Advisors
Rhianna Arcuri, financial advisor New Hartford NY
Rhianna M. Arcuri
CRD# 6282976
Royal Alliance Associates, Inc.
Similar Advisors
Adam Ayouch, financial advisor New Hartford NY
Adam K. Ayouch
CRD# 6505675
Equitable Advisors, LLC
Similar Advisors
Allen Belmont, financial advisor New Hartford NY
Allen M. Belmont
CRD# 5688534
Edward Jones
Company Name Location Dates Years
Ascent Wealth Partners, LLC Saratoga Springs, NY Sep 2011 - Current 11
Purshe Kaplan Sterling Investments Albany, NY Sep 2011 - Jun 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
Contact Info for Martin E. Moshier
Phone Number: 315-624-7300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.