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Stephen Dukes Mccarty

ASCENTIA CAPITAL PARTNERS, LLC·RENO, Nevada
ASCENTIA CAPITAL PARTNERS, LLC
5485 KIETZKE LANE, RENO, NV 89511CRD# 1113000Firm CRD# 130651

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Dukes Mccarty · RENO, NV
Registration
CRD #1113000 · ASCENTIA CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Stephen Dukes Mccarty is a registered financial advisor based in RENO, Nevada, affiliated with ASCENTIA CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
ASCENTIA CAPITAL PARTNERS, LLC
ASCENTIA CAPITAL PARTNERS, LLC
AUM
$23M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ASCENTIA CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1113000
Firm CRD# 130651
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Dukes Mccarty offer?
Stephen Dukes Mccarty specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RENO, Nevada for a consultation.
What are Stephen Dukes Mccarty's credentials?
Stephen Dukes Mccarty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Dukes Mccarty located?
Stephen Dukes Mccarty is based in RENO, Nevada, working with ASCENTIA CAPITAL PARTNERS, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Stephen Dukes Mccarty charge for services?
Stephen Dukes Mccarty's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCENTIA CAPITAL PARTNERS, LLC?
ASCENTIA CAPITAL PARTNERS, LLC has approximately 3 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASCENTIA CAPITAL PARTNERS, LLC

Aimee Elizabeth Mccarty
RENO, NV
Warren George Trepp
RENO, NV

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Nearby cities in Nevada
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Research
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