Scott Clyde Mccartney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Ascent Wealth Partners, Llc
  Irving, NY

Other Businesses

1)New York State Technology Enterprise Corporation; Not investment related; 99 Otis Street , Rome, NY. 13440; Corporation; Board Member, Chair of Audit Committee, and Chair of Investment Sub- Committee; 01/01/2005; Spends 2 hrs/mon; Provides technology consulting for state and local government entities 2)Human Technologies Corporation; Not investment Related; 2260 Dwyer Ave., Utica, NY. 13501; Corporation; Board Member,Immediate Past Chair,Audit and Finance Committee Member;01/01/2013; Spends 2 hrs/mon; provides employment opportunities for disabled persons 3) Munson-Williams-Proctor Art Institute; Investment Related; 310 Genesee Street, Utica, NY. 13502; Regional Fine Arts Center/Museum; Investment Committee Member; 06/01/2018; Spends 0.5 hrs/mon; provides oversight of endowment funds 4)SUNY Poly Foundation; Investment Related; 100 Seymour Road, Utica, NY. 13502; Charitable Organization; Finance Committee Chair; 06/30/2017; Spends 2 hrs/mon; Provides oversight to endowment and financial operations of Foundation 5) Holland Patent Central Schools; Not investment Related; 9601 Main Street, Holland Patent , NY. 13354; Educational Organization; Audit Committee Chair; 06/30/2015; Spends 0.25 hrs/mon; Provides oversight to District finances and expenditures

Designations

• Chartered Financial Analyst

Other Names

• Scott C. Mccartney