Ascent Wealth Partners, LLC

Ascent Wealth Partners, LLC (CRD# 158898) is a financial advisory firm headquartered in New Hartford, NY. They manage $1,063,457,261 in 1,773 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
89 Genesee Street, New Hartford, NY 13413
https://www.linkedin.com/company/ascent-wealth-partners-llc/about/
By the Numbers
  • Total Assets Under Management
    1,063
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ascent Wealth Partners, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Stephen Basile, financial advisor Saratoga Springs NY
Stephen S. Basile
CRD#: 6697788
16 Lake Avenue, Saratoga Springs, NY 12866

Stephen Basile (CRD# 6697788) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Saratoga Springs, NY and has over 6 years of experience in the finance industry.

2
Bradley Kowalczyk, financial advisor New Hartford NY
Bradley M. Kowalczyk
CRD#: 3121573
89 Genesee Street, New Hartford, NY 13413

Bradley Kowalczyk (CRD# 3121573) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 24 years of experience in the finance industry.

3
Christopher Lai, financial advisor New Hartford NY
Christopher B. Lai
CRD#: 5915028
89 Genesee Street, New Hartford, NY 13413

Christopher Lai (CRD# 5915028) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.

4
Scott McCartney, financial advisor New Hartford NY
Scott C. McCartney
CRD#: 4938320
89 Genesee Street, New Hartford, NY 13413

Scott McCartney (CRD# 4938320) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.

5
Joseph Summa, financial advisor New Hartford NY
Joseph D. Summa
CRD#: 5879724
89 Genesee Street, New Hartford, NY 13413

Joseph Summa (CRD# 5879724) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 11 years of experience in the finance industry.

6
Douglas Bissonette, financial advisor New Hartford NY
Douglas F. Bissonette
CRD#: 2592935
89 Genesee Street, New Hartford, NY 13413

Douglas Bissonette (CRD# 2592935) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.

7
Neil Edmonds, financial advisor New Hartford NY
Neil A. Edmonds
CRD#: 4863332
89 Genesee Street, New Hartford, NY 13413

Neil Edmonds (CRD# 4863332) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 8 years of experience in the finance industry.

8
Nancy Kowalczyk, financial advisor New Hartford NY
Nancy L. Kowalczyk
CRD#: 5358209
89 Genesee Street, New Hartford, NY 13413

Nancy Kowalczyk (CRD# 5358209) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has 1 year of experience in the finance industry.

9
Martin Moshier, financial advisor New Hartford NY
Martin E. Moshier
CRD#: 4342998
89 Genesee Street, New Hartford, NY 13413

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.

10
Timothy Welchons, financial advisor New Hartford NY
Timothy M. Welchons
CRD#: 5473106
89 Genesee Street, New Hartford, NY 13413

Timothy Welchons (CRD# 5473106) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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