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4 advisors near New York, NY
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Daniel B
Series 66
New York, NY
Ashton Thomas Private Wealth
Daniel Bauers is a financial advisor at Ashton Thomas Private Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Daniel is based in New York, NY. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and proprietary platforms.
Theodore M
Series 63, Series 66
New York, NY
Ashton Thomas Private Wealth
Theodore Mcdonagh is a financial advisor with Ashton Thomas Private Wealth in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates and Deutsche Bank Securities Inc. He serves on the Board of Trustees at Seton Hall Prep. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and platforms.
Justine K
Series 66
New York, NY
Ashton Thomas Private Wealth
Justine Kinaj is a financial advisor at Ashton Thomas Securities, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. before joining Ashton Thomas in 2024. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and third-party models tailored to client profiles.
Mourad T
Series 66
New York, NY
Ashton Thomas Private Wealth
Mourad Tossounian is a financial advisor at Ashton Thomas Private Wealth with over six years of experience in the industry. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc and MT Capital. Outside of finance, he was involved with Carnival Bounce Rentals from 2017 to 2021. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and the Amplify Platform for support and access to program managers.
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4 advisors near New York, NY
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