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.

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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
    1,063
    MILLIONS
  • Total Number of Accounts
    1,773
    ACCOUNTS
  • Average Account Value
    $599,807
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

CA, FL, MA, MD, NC, NH, NY, PA, TN, TX, VA

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