Cary Carbonaro

CFP

Ashton Thomas Private Wealth

23 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning

Ashton Thomas Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

82 advisors

Number of Clients

2,569 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$4.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

10 E 53rd Street, Suite 1400, New York, NY, 10022

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History

Regulatory History (1)

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Customer Dispute

December 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Cary is a licensed insurance agent with Ashton Thomas Insurance Agency, selling life, health, and annuity insurance. Cary is also an author and professional speaker with Money Queen LLC (about 10-20% of their time), a board member of Cortland College Foundation (minimal time), and an advisory council member for NASDAQ (minimal time).

Employment History

Current Registrations

Ashton Thomas Private Wealth

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Ashton Thomas Advisors LLC

September 2024 - December 2024 · 3 mos

Advisors Capital Management, LLC

January 2023 - August 2024 · 1 yr 7 mos

Goldman Sachs Personal Financial Management

May 2012 - September 2022 · 10 yrs 4 mos

Stonegate Wealth Management, LLC

February 2010 - April 2012 · 2 yrs 2 mos

Family Financial

March 2002 - December 2009 · 7 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.