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Scott Clyde Mccartney

ASCENT WEALTH PARTNERS, LLC·NEW HARTFORD, New York
Clean record10 years registeredASCENT WEALTH PARTNERS, LLC
89 GENESEE STREET, NEW HARTFORD, NY 13413CRD# 4938320Firm CRD# 158898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Clyde Mccartney · NEW HARTFORD, NY
Registration
CRD #4938320 · ASCENT WEALTH PARTNERS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

ASCENT WEALTH PARTNERS, LLC
May 2016 – present
02

Registrations & Exams

Registration record
First registered · May 27, 2016
Years registered · 10
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 →
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Frequently Asked Questions

What services does Scott Clyde Mccartney offer?
Scott Clyde Mccartney specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW HARTFORD, New York for a consultation.
What are Scott Clyde Mccartney's credentials?
Scott Clyde Mccartney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Clyde Mccartney located?
Scott Clyde Mccartney 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 Scott Clyde Mccartney charge for services?
Scott Clyde Mccartney'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

Bradley Michael Kowalczyk
NEW HARTFORD, NY
Martin E. Moshier
NEW HARTFORD, NY
Nancy Lamb Kowalczyk
NEW HARTFORD, NY

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