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89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-10 |
Branch Locations
Tribes Hill, NY • United States
89 Genesee Street, New Hartford, NY 13413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patriot Asset Management, Inc. | Tribes Hill | NY | 09/2017 | Present |
| Patriot Asset Management, Inc. (Owned By Patriot Federal Bank) | Canajoharie | NY | 11/2012 | 09/2017 |
| Ascent Wealth Partners, Llc | New Hartford | NY | 12/2025 | Present |
1) Town of Mohawk, Montgomery County, New York - Town Justice. 01/2024 to Present. Not investment related. Duties include responsibility for presiding over a weekly court for any offenses that occur in the Town. Gerry Murray is compensated for his position as Town Justice. Gerry Murray will have authority on two bank accounts for the collections of fines and bail. These accounts are supervised by the Comptroller of New York and reports are filed monthly with New York State on all transactions. Approximately 6-8 hours/week are spent on this activity, with 1 hour/week spent on this activity during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-18 |
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