ASCENT WEALTH PARTNERS, LLC of NEW HARTFORD, NY is an SEC-registered investment adviser (CRD 158898). Regulatory assets under management: $1.5B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Nancy Lamb Kowalczyk | CHIEF COMPLIANCE OFFICER | — |
| Bradley Michael Kowalczyk | MANAGING MEMBER; PARTNER | — |
| Martin Edward Moshier | MANAGING MEMBER; PARTNER | — |
| Christopher Boyan Lai | CHIEF INVESTMENT OFFICER | — |
| Joseph Dominick Summa | PARTNER | — |
| Neil Anthony Edmonds | PARTNER | — |
| MCCARTNEY SCOTT CLYDE | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; PARTNER | — |
| KOWALCZYK BRADLEY MICHAEL | MANAGING MEMBER; PARTNER | — |
| MOSHIER MARTIN E | MANAGING MEMBER; PARTNER | — |
| TRELA NANCY LAMB | CHIEF COMPLIANCE OFFICER | — |
| MOSHIER MARTIN EDWARD | MANAGING MEMBER | — |
| KOWALCZYK NANCY LAMB | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SARATOGA SPRINGS | NY | 4 | 518-306-4220 |
| ELMIRA | NY | 1 | 607-734-2002 |
| CHARLOTTE | NC | 1 | 315-624-7300 |