AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Martin E. Moshier

ASCENT WEALTH PARTNERS, LLC·NEW HARTFORD, New York
SIE, Series 7, Series 63Clean record7 years registeredASCENT WEALTH PARTNERS, LLC
89 GENESEE STREET, NEW HARTFORD, NY 13413CRD# 4342998Firm CRD# 158898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin E. Moshier · NEW HARTFORD, NY
Registration
CRD #4342998 · ASCENT WEALTH PARTNERS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

ASCENT WEALTH PARTNERS, LLC
Jul 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · July 1, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASCENT WEALTH PARTNERS, LLC
CRD 158898 · SEC 801-72693
AUM
$1.1B
Regulatory assets under management
Employees
13
2,096 client accounts
Services offered by ASCENT WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASCENT WEALTH PARTNERS, LLC →
Introduction

Speak with Martin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Martin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW HARTFORD?

Browse all registered financial advisors in NEW HARTFORD, New York or claim this profile if it's yours.

Browse NEW HARTFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Martin E. Moshier offer?
Martin E. Moshier specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW HARTFORD, New York for a consultation.
What are Martin E. Moshier's credentials?
Martin E. Moshier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin E. Moshier located?
Martin E. Moshier 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 Martin E. Moshier charge for services?
Martin E. Moshier'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ASCENT WEALTH PARTNERS, LLC

Bradley Michael Kowalczyk
NEW HARTFORD, NY
Nancy Lamb Kowalczyk
NEW HARTFORD, NY
Scott Clyde Mccartney
NEW HARTFORD, NY

More Advisors in NEW HARTFORD, New York

David Thomas Griffith
M. GRIFFITH INVESTMENT SERVICES, INC.·NEW HARTFORD, NY
Mary Lourdes Gurtowski
M. GRIFFITH INVESTMENT SERVICES, INC.·NEW HARTFORD, NY
Randall Scott Savicki
SAVICKI CAPITAL, LLC·NEW HARTFORD, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile