Peter
Sartori
Ashton Thomas Securities, LLC
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About this Advisor
Peter Sartori is a financial advisor based in Rochester, New York, working with Ashton Thomas Securities, LLC. Peter has previously held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Excel Securities & Associates, Inc. Peter has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Peter is part of Ashton Thomas Securities, LLC, which operates out of Rochester, New York. The firm has 6 offices and 24 employees. The firm manages assets totaling $409.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ashton Thomas Securities, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ashton Thomas Securities, LLC Brokerage Details
$409,080,530
24
1,799
$227,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Peter Sartori Work History
Excel Securities & Associates, Inc
Hornor Townsend & Kent Inc
Penn Mutual Life Insurance Co
Disclosures
Please visit the SEC profile of Peter Sartori 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 Securities, LLC
Endicott, NY
New York, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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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