Sophia G Tsoupelis
Investment adviser representative at Ascent Wealth Partners, LLC
21 yearsExperience
1 stateRegistered in
$1.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Ascent Wealth Partners, LLCNov 2025 to now
- Strategic Financial Services, Inc.Jul 2020 to Oct 2025
- Symeons Greek RestaurantJun 2013 to Jul 2020
- StudentSep 2005 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ascent Wealth Partners, LLC
$1.5BAssets managed
1,096Clients
12Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6962127
- Firm CRD
- 158898