Nashville, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,024,964,603
ClientsTotal clients
5,128
AdvisorsAdvisors at this office
3
Of 73 advisors across 41 offices
Location
2100 West End Ave, Suite 660
Nashville TN 37203
Advisors at this office
3
Advisors at this office
Tyler M
CFP®, Series 65
Nashville, TN
OneAscent Financial Services LLC
Tyler Martin is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has been affiliated with Stonebridge Investment Counsel, LLC since 2013, where he serves as COO and an investment advisor representative. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based approaches, and provides additional services such as outsourced CIO and CCO functions.
Mitchell M
Series 63, Series 65, Series 66
Nashville, TN
OneAscent Financial Services LLC
Mitchell Martin is an investment advisor representative at OneAscent Financial Services LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Martin has worked at Stonebridge Investment Counsel, Inc. since 2002, where he serves as president and dedicates approximately half of his time. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers both discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various model-based platforms.
Colby G
CFP®
Nashville, TN
OneAscent Financial Services LLC
Colby Gilmore is a CFP® professional at OneAscent Financial Services LLC with one year of industry experience. Prior to joining OneAscent, he worked at BlueTrust for eight years and KPMG, LLP for two years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and a combination of advisor-managed and model-based platforms.
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