Gerard Charles Murray

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

• 09/2017 → Present
  Patriot Asset Management, Inc.
  Tribes Hill, NY
• 11/2012 → 09/2017
  Patriot Asset Management, Inc. (Owned By Patriot Federal Bank)
  Canajoharie, NY
• 12/2025 → Present
  Ascent Wealth Partners, Llc
  New Hartford, NY

Previous Registrations

• 2021-07-07 → 2026-03-03
  Patriot Asset Management, Inc.
  Tribes Hill, NY

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-22
• S63 Uniform Securities Agent State Law Examination
  2006-08-18

Other Names

• Gerry Murray