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Financial ADVSR advisor directory · SEC adviser records

Ascent Wealth Partners, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Ascent Wealth Partners, LLC office in New York, by city and A to Z.

The short answer

11 registered advisors work at Ascent Wealth Partners, LLC in New York, out of 11 nationwide; it's the firm's number 1 state by advisors, and the most are in New Hartford (10). 0 list the CFP designation and 0 are also registered broker representatives.

Ascent Wealth Partners, LLC advisors by city in New York

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New Hartford 10Tribes Hill 1

Ascent Wealth Partners, LLC advisors in New York, A to Z

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Ascent Wealth Partners, LLC advisors in every state →Ascent Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Ascent Wealth Partners, LLC financial advisors are in New York?

11 investment adviser representatives are registered at Ascent Wealth Partners, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 11 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Ascent Wealth Partners, LLC have the most advisors?

New Hartford, with 10, then Tribes Hill (1). Ascent Wealth Partners, LLC has advisors in 2 cities in New York.

How do I check a Ascent Wealth Partners, LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ascent Wealth Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.