Stefan
Pereira Faria

Ashton Thomas Private Wealth

CRD#7504811
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Stefan Pereira Faria is a financial advisor based in Scottsdale, Arizona, working with Ashton Thomas Private Wealth. Stefan has previously held positions at Wells Fargo Advisors Financial Network, LLC, University Of Texas Of The Permian Basin, Instituto Estadual De Minas Gerais, and Ashton Thomas Private Wealth, LLC. Stefan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Stefan is part of Ashton Thomas Private Wealth, which operates out of Scottsdale, Arizona. The firm has 22 offices and 55 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Ashton Thomas Private Wealth includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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

8605 East Raintree Drive Suite 280
Scottsdale, AZ 85260

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,891,584,875

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

55

AZ Average: 37
Total Number of Accounts

5,334

AZ Average: 1,370
Average Account Size

$542,104

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

Stefan Pereira Faria Work History

2024 - Present (0 year)

Ashton Thomas Private Wealth, LLC

2022 - Present (2 years)

Wells Fargo Advisors Financial Network, LLC

2020 - Present (4 years)

University Of Texas Of The Permian Basin

2015 - 2020 (5 years)

University Of Texas Of The Permian Basin

2012 - 2015 (3 years)

Instituto Estadual De Minas Gerais

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Disclosures

Please visit the SEC profile of Stefan Pereira Faria 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

Joshua May
Grand Junction, CO
Daniel Bennett
Scottsdale, AZ
Wills Marcello
Scottsdale, AZ
Daniel Fontenot
Helena, MT
David Hatfield
Scottsdale, AZ
Marcel Campos
Midland, TX
Douglas May
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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