Emil Bielecki is a registered investment advisor at Ashton Thomas Securities, LLC, based in Endicott, NY, with 44 years of industry experience. Emil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,282 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Maximum annual advisory fees vary by program: FB1 up to 1.50%, FB2 up to 1.25%, FB3 up to 1.00%, Managed ETF up to 1.50%, Morningstar Portfolios up to 1.50%, and AS8/AS9/Non-wrap/Wrap programs up to 2.99%. Fees are negotiable.
Fee Estimator
Location
Square Deal Place, 111 Grant Ave Suite 107, Endicott, NY, 13760
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Regulatory History
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.
Learn about disclosures →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
Ashton Thomas Securities, LLCBroker
Previous Registrations
Cheevers, Hand & Angeline, INC.Broker
Cigna Securities, INC.Broker
Integrated Resources Investment Centers, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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