Unclaimed Profile

Martin E. Moshier

ASCENT WEALTH PARTNERS, LLC·NEW HARTFORD, New York

Clean recordASCENT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Martin E. Moshier 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ASCENT WEALTH PARTNERS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4342998

Firm CRD# 158898

View on FINRA BrokerCheck →

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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.

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