Ashton Thomas Securities, LLC

Ashton Thomas Securities, LLC (CRD# 16629) is a financial advisory firm headquartered in Rochester, NY. They manage $409,080,530 in 1,799 accounts and serve the financial needs of clients across 43 states (or territories).

Current Firm Details
200 Canal View Blvd., Suite 204, Rochester, NY 14623
http://www.excelsecurities.com
By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    1,799
    ACCOUNTS
  • Average Account Value
    $227,393
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Ashton Thomas Securities, LLC
Showing 11 - 20 of 22 top financial advisors.
11
Terrence Britt, financial advisor Roschester NY
Terrence P. Britt
CRD#: 2165686
200 Canal View Blvd, Suite 204, Roschester, NY 14623

Terrence Britt (CRD# 2165686) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Roschester, NY and has over 32 years of experience in the finance industry.

12
Justin Cuvelier, financial advisor Rochester NY
Justin C. Cuvelier
CRD#: 5856548
200 Canal View Blvd., Ste. 204, Rochester, NY 14623

Justin Cuvelier (CRD# 5856548) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Rochester, NY and has over 13 years of experience in the finance industry.

13
Stephen Hartmann, financial advisor Rochester NY
Stephen P. Hartmann
CRD#: 2629236
200 Canal View Blvd., Ste. 204, Rochester, NY 14623

Stephen Hartmann (CRD# 2629236) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Rochester, NY and has over 28 years of experience in the finance industry.

14
Paul Kruger, financial advisor Amsterdam NY
Paul J. Kruger
CRD#: 2181160
178 Clizbe Ave, Amsterdam, NY 12010

Paul Kruger (CRD# 2181160) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Amsterdam, NY and has over 32 years of experience in the finance industry.

15
Christine Lanzisera, financial advisor Rochester NY
Christine Lanzisera
CRD#: 5439202
200 Canal View Blvd., Ste. 204, Rochester, NY 14623

Christine Lanzisera (CRD# 5439202) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Rochester, NY and has over 14 years of experience in the finance industry.

16
Joseph Lanzisera, financial advisor Roschester NY
Joseph A. Lanzisera
CRD#: 1052572
200 Canal View Blvd, Suite 204, Roschester, NY 14623

Joseph Lanzisera (CRD# 1052572) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Roschester, NY and has over 16 years of experience in the finance industry.

17
Tami Lanzisera, financial advisor Roschester NY
Tami A. Lanzisera
CRD#: 2712926
200 Canal View Blvd, Suite 204, Roschester, NY 14623

Tami Lanzisera (CRD# 2712926) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Roschester, NY and has over 28 years of experience in the finance industry.

18
Robert Lee, financial advisor Roschester NY
Robert J. Lee
CRD#: 4132826
200 Canal View Blvd, Suite 204, Roschester, NY 14623

Robert Lee (CRD# 4132826) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Roschester, NY and has over 24 years of experience in the finance industry.

19
James McDonald, financial advisor Delmar NY
James R. McDonald
CRD#: 2701145
2 Howard Place, Suite 1, Delmar, NY 12054

James McDonald (CRD# 2701145) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Delmar, NY and has over 26 years of experience in the finance industry.

20
David Prull, financial advisor Roschester NY
David W. Prull
CRD#: 2922041
200 Canal View Blvd, Suite 204, Roschester, NY 14623

David Prull (CRD# 2922041) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Roschester, NY and has over 26 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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