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Shawn Ryan Nash

Ascent Wealth Partners, LLC

Saratoga Springs, NY

New Hartford, NY

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Current Employers
Ascent Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-29
  • NY RA
    APPROVED
    Since 2026-01-29

Branch Locations

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

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
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
  • 02/2016 → 08/2018
    The Ayco Company, L.P./Goldman Sachs & Co Llc
    Latham, NY
  • 01/2026 → Present
    Ascent Wealth Partners, Llc
    Saratoga Springs, NY
  • 08/2018 → 10/2025
    Bank Of America Private Bank
    Albany, NY
  • 10/2025 → 01/2026
    Unemployed
    Burnt Hills, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-05
S63 Uniform Securities Agent State Law Examination 2012-09-01
  • S65 Uniform Investment Adviser Law Examination
    2013-01-05
  • S63 Uniform Securities Agent State Law Examination
    2012-09-01
Designations

View on SEC IAPD

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ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER

Other Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY
CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
LPL FINANCIAL LLC · SARATOGA SPRINGS, NY

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