EB
EB

Emil Joseph Bielecki

44 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$661K average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

Square Deal Place, 111 Grant Ave Suite 107, Endicott, NY, 13760

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Emil works as a Town Clerk in the Town of Vestal since 2010. This activity is not investment-related.

Employment History
Current Registrations
Ashton Thomas Securities, LLC
September 2021 - Present · 4 yrs 5 mos
Ashton Thomas Securities, LLCBroker
January 2009 - Present · 17 yrs 1 mo
Previous Registrations
Cheevers, Hand & Angeline, INC.Broker
February 1991 - December 2008 · 17 yrs 10 mos
Cigna Securities, INC.Broker
September 1989 - February 1991 · 1 yr 5 mos
Integrated Resources Investment Centers, INC.Broker
September 1989 - September 1989 · 0 mos
Prudential-Bache Securities INC.Broker
October 1981 - September 1989 · 7 yrs 11 mos
State Registrations5 states
COCTFLNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.