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480 Broadway Ste 310, Saratoga Spring, NY 12866-2285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-27 |
Branch Locations
480 Broadway Ste 310, Saratoga Spring, NY 12866-2285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascent Wealth Partners, Llc | Utica | NY | 09/2011 | 08/2018 |
| The Adirondack Trust Company | Saratoga Springs | NY | 08/2018 | 08/2019 |
| Kershner, Grosso & Co. | Saratoga Springs | NY | 09/2019 | Present |
1) TIMOTHY FONTAINE IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. KERSHNER, GROSSO & CO. ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF KERSHNER, GROSSO & CO. IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-29 |
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