Claudiu
Barbos

Ashton Thomas Private Wealth

CRD#4032087
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Claudiu Barbos is a financial advisor based in Scottsdale, Arizona who has 1 year of relevant experience. Barbos is currently employed by Ashton Thomas Private Wealth. Their career trajectory has included roles at The Vanguard Group, Inc, Cetera Advisor Networks LLC, M. S. Howells & Co, Ashton Thomas Private Wealth, Voya Financial Advisors and Homesmart Realty. Barbos maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona. Ashton Thomas Private Wealth is an advisory business operating out of Scottsdale, AZ. The firm has offices in 16 locations and a total of 48 employees. It administers $2 billion in assets across its 4,533 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 4,533 accounts, 27% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees are based on the financial services offered. However, fee types charged by Ashton Thomas Private Wealth may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

15279 N Scottsdale Road Suite B2-215
Scottsdale, AZ 85254

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

AZ Average: $1,555,372,352
Total Number of Employees

48

AZ Average: 37
Total Number of Accounts

4,533

AZ Average: 1,370
Average Account Size

$441,912

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Claudiu Barbos Work History

Claudiu has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

M. S. Howells & Co

2021 - Present (3 years)

Ashton Thomas Private Wealth

2001 - Present (23 years)

Homesmart Realty

2021 - 2021 (< 1 year)

Cetera Advisor Networks LLC

2019 - 2021 (2 years)

Voya Financial Advisors

1999 - 2018 (19 years)

The Vanguard Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Claudiu Barbos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ashton Thomas Private Wealth

Christina Cicon
Helena, MT
Richard Garber
Saint Helena, CA
William Cerynik
Scottsdale, AZ
Julie Olander
Bozeman, MT
April Horace
Denver, CO
Wills Marcello
Scottsdale, AZ
Brandon Kahoun
Scottsdale, AZ
Cade Hammarquist
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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