Ascent Wealth Partners, LLC
Ascent Wealth Partners, LLC (CRD# 158898) is a financial advisory firm headquartered in New Hartford, NY. They manage $1,114,192,889 in 2,096 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,114MILLION
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Total Number of Accounts2,096ACCOUNTS
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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
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.
Bradley Kowalczyk (CRD# 3121573) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 25 years of experience in the finance industry.
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.
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.
Joseph Summa (CRD# 5879724) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 12 years of experience in the finance industry.
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.
Neil Edmonds (CRD# 4863332) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 9 years of experience in the finance industry.
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.
Martin Moshier (CRD# 4342998) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 22 years of experience in the finance industry.
Timothy Welchons (CRD# 5473106) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 15 years of experience in the finance industry.