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Financial ADVSR advisor directory · SEC adviser records

Ascent Wealth Partners, LLC financial advisors in New Hartford, NY

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

The short answer

10 registered advisors work at Ascent Wealth Partners, LLC in New Hartford, out of 11 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

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

Every Ascent Wealth Partners, LLC advisor →

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

Ascent Wealth Partners, LLC advisors in other cities

Tribes Hill, NY 1

Other firms in New Hartford

All New Hartford advisors →

Robert W. Baird & Co. Incorporated 12Commonwealth Financial Network 4MML Investors Services, LLC 4LPL Financial LLC 3

Questions

How many financial advisors does Ascent Wealth Partners, LLC have in New Hartford?

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

Is Ascent Wealth Partners, LLC one of the largest advisor employers in New Hartford?

Ascent Wealth Partners, LLC ranks number 2 in New Hartford by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 12.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.