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Ascent Wealth Partners, LLC CRD 158898
$1.52B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Goldman Sachs & Co Llc | Latham | NY | 02/2016 | 08/2018 |
| Ascent Wealth Partners, Llc | Saratoga Springs | NY | 01/2026 | Present |
| Bank Of America Private Bank | Albany | NY | 08/2018 | 10/2025 |
| Unemployed | Burnt Hills | NY | 10/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-01 |
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