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Stephen Shea Basile

Ascent Wealth Partners, LLC

Saratoga Springs, NY

New Hartford, NY

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Current Employers
Ascent Wealth Partners, Llc

89 Genesee Street, New Hartford, NY 13413 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-17
  • NY RA
    APPROVED
    Since 2021-06-17

Branch Locations

16 Lake Avenue, Saratoga Springs, NY 12866 • United States

89 Genesee Street, New Hartford, NY 13413 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Latham NY 08/2016 10/2018
Ascent Wealth Partners, Llc Saratoga Springs NY 10/2018 Present
  • 08/2016 → 10/2018
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 10/2018 → Present
    Ascent Wealth Partners, Llc
    Saratoga Springs, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-09
  • S66 Uniform Combined State Law Examination
    2017-01-09

View on SEC IAPD

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CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
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