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 21 - 22 of 22 top financial advisors.
21
Peter Sartori, financial advisor Rochester NY
Peter D. Sartori
CRD#: 5064060
2243 Lyell Ave, Rochester, NY 14606

Peter Sartori (CRD# 5064060) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Rochester, NY and has over 18 years of experience in the finance industry.

22
Phillip Yargeau, financial advisor Rochester NY
Phillip A. Yargeau
CRD#: 2352483
2243 Lyell Ave, Rochester, NY 14606

Phillip Yargeau (CRD# 2352483) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Rochester, NY and has over 30 years of experience in the finance industry.

PREV ... 1 2 3

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals