Best Investors Account Sign in
Inactive

Nancy Lamb Kowalczyk

Ascent Wealth Partners, LLC

New Hartford, NY

Claim This Profile
Current Employers
Ascent Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-01
  • NY RA
    APPROVED
    Since 2021-07-01

Branch Locations

89 Genesee Street, New Hartford, NY 13413 • 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 Utica NY 09/2011 Present
Other Businesses

1) Real Estate Rental; Investment Related;12 Bradley Road, Utica, NY. 13501; Landlord; 1hr/mon; Owns and manages rental property

Other Names
  • Nancy L Trela
  • Nancy Lamb Trela

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
LPL ENTERPRISE, LLC
ROBERT W. BAIRD & CO. INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
STRATEGIC FINANCIAL SERVICES
PARADIGM CONSULTING, INC.

Other Investors

JASON O CHAMPION
WILLIAM I MATTESON
MARK PHILIP HODGE
DONNA M KRATZENBERG
Leslie Jennifer Shepardson
RICHARD ALAN BRAMLEY
JON MATTHEW EARL
HONORINE MARIE GERARD WALLACK

Other Offices

MML INVESTORS SERVICES, LLC · New Hartford, NY
LPL ENTERPRISE, LLC · NEW HARTFORD, NY
ROBERT W. BAIRD & CO. INCORPORATED · New Hartford, NY
COMMONWEALTH FINANCIAL NETWORK · New Hartford, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · UTICA, NY
MORGAN STANLEY · Utica, NY
STRATEGIC FINANCIAL SERVICES · UTICA, NY
PARADIGM CONSULTING, INC. · UTICA, NY

More in New Hartford, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor