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Christopher Boyan Lai

Ascent Wealth Partners, LLC

New Hartford, NY

CRD 5915028

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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
NY RA APPROVED 2021-06-14
  • NY RA
    APPROVED
    Since 2021-06-14

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
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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LPL ENTERPRISE, LLC
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Nearby Offices

MML INVESTORS SERVICES, LLC · New Hartford, NY
LPL ENTERPRISE, LLC · NEW HARTFORD, NY
ROBERT W. BAIRD & CO. INCORPORATED · New Hartford, NY

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