Stephen Basile (CRD# 6697788) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascent Wealth Partners, LLC | Saratoga Springs, NY | Oct 2018 - Current | 5 |
| The Ayco Company, L.p./mercer Allied | Latham, NY | Aug 2016 - Oct 2018 | 2 |
| Pentegra Retirement Services | White Plains, NY | Jun 2015 - Jul 2016 | 1 |
| Iona College | New Rochelle, NY | Aug 2011 - May 2015 | 3 |
| Knapek, Gabriele, & Bottini, LLP | Latham, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- NY
-
Total Assets Under Management1,114MILLIONS
-
Total Number of Accounts2,096ACCOUNTS
-
Average Account Value$531,581
- 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, NJ, NY, PA, TN, TX, VA
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 derived from SEC.gov data covering 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.
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.