Stephen Basile, financial advisor Saratoga Springs NY

Stephen Basile

CRD Number: 6697788
Current Firm: Ascent Wealth Partners, LLC

Stephen Basile (CRD# 6697788) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Saratoga Springs, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ascent Wealth Partners, LLC Saratoga Springs, NY Oct 2018 - Current 3
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
Bright Horizons Albany, NY Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Stephen S. Basile
Phone Number: 315-624-7300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    1,499
    ACCOUNTS
  • Average Account Value
    $597,800
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, NC, NH, NY, PA, TN, TX, VA

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