Martin MoshierCRD 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.
Royal Alliance Associates, Inc.
Equitable Advisors, LLC
|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|
Total Assets Under Management1,063MILLIONS
Total Number of Accounts1,773ACCOUNTS
Average Account Value$599,807
- A percentage of assets under your management
- 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
CA, FL, MA, MD, NC, NH, NY, PA, TN, TX, VA
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