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Martin Edward Moshier

Ascent Wealth Partners, LLC

New Hartford, NY

Saratoga Springs, NY

CRD 4342998

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Employer firm

Ascent Wealth Partners, LLC CRD 158898

$1.52B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Ascent Wealth Partners, Llc

89 Genesee Street, New Hartford, NY 13413 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-15
NY RA APPROVED 2021-06-17
  • TX RA
    APPROVED_RES
    Since 2026-06-15
  • NY RA
    APPROVED
    Since 2021-06-17

Branch Locations

89 Genesee Street, New Hartford, NY 13413 • United States

16 Lake Avenue, Saratoga Springs, NY 12866 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ascent Wealth Partners, Llc Saratoga Springs NY 09/2011 Present
Purshe Kaplan Sterling Investments Albany NY 09/2011 06/2017
  • 09/2011 → Present
    Ascent Wealth Partners, Llc
    Saratoga Springs, NY
  • 09/2011 → 06/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-19
  • S63 Uniform Securities Agent State Law Examination
    2001-10-19
Other Names
  • Mark Moshier
  • Martin Edward Moshier
  • Martin E. Moshier

View on SEC IAPD

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MML INVESTORS SERVICES, LLC · New Hartford, NY
LPL ENTERPRISE, LLC · NEW HARTFORD, NY
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