Gerald Haig Ariyan

Ashton Thomas Securities, LLC

31 Years of Experience

Broker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Ashton Thomas Securities, LLC

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

Location

200 Canal View Blvd., Ste. 204, Rochester, NY, 14623

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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.

Other Business Activities

Gerald is involved in several investment-related activities, including reviewing portfolio recommendations for the Dadourian Foundation, serving as an Independent Director and Chairman of the Investment Committee for Mass Mutual Trust Co., and acting as CEO of Arax Investment Partners. He also holds chairman positions at Ashton Thomas Private Wealth, U.S. Capital Wealth Advisors, and Norte Advisors, and has passive ownership in commercial properties and other ventures.