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Ascent Wealth Partners, LLC CRD 158898
$1.52B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
89 Genesee Street, New Hartford, NY 13413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-17 |
Branch Locations
16 Lake Avenue, Saratoga Springs, NY 12866 • 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 |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 08/2016 | 10/2018 |
| Ascent Wealth Partners, Llc | Saratoga Springs | NY | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
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