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Bradley Michael Kowalczyk

ASCENT WEALTH PARTNERS, LLC·NEW HARTFORD, New York
Clean recordASCENT WEALTH PARTNERS, LLC
89 GENESEE STREET, NEW HARTFORD, NY 13413CRD# 3121573Firm CRD# 158898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Michael Kowalczyk · NEW HARTFORD, NY
Registration
CRD #3121573 · ASCENT WEALTH PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Michael Kowalczyk is a registered financial advisor based in NEW HARTFORD, New York, affiliated with ASCENT WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ASCENT WEALTH PARTNERS, LLC
ASCENT WEALTH PARTNERS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ASCENT WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3121573
Firm CRD# 158898
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradley Michael Kowalczyk offer?
Bradley Michael Kowalczyk specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW HARTFORD, New York for a consultation.
What are Bradley Michael Kowalczyk's credentials?
Bradley Michael Kowalczyk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Michael Kowalczyk located?
Bradley Michael Kowalczyk is based in NEW HARTFORD, New York, working with ASCENT WEALTH PARTNERS, LLC. Their office serves clients in the NEW HARTFORD metropolitan area and surrounding communities.
How does Bradley Michael Kowalczyk charge for services?
Bradley Michael Kowalczyk'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 ASCENT WEALTH PARTNERS, LLC?
ASCENT WEALTH PARTNERS, LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASCENT WEALTH PARTNERS, LLC

Martin E. Moshier
NEW HARTFORD, NY
Nancy Lamb Kowalczyk
NEW HARTFORD, NY
Scott Clyde Mccartney
NEW HARTFORD, NY

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