Stefan
Pereira Faria
Ashton Thomas Private Wealth
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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
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,891,584,875
55
5,334
$542,104
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
Ashton Thomas Private Wealth, LLC
Wells Fargo Advisors Financial Network, LLC
University Of Texas Of The Permian Basin
University Of Texas Of The Permian Basin
Instituto Estadual De Minas Gerais
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.
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