Zbynek Kozelsky
Zbynek Kozelsky is a registered investment advisor at Ashton Thomas Securities, LLC, based in New York, NY, with 23 years of industry experience. Zbynek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,599 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashton Thomas Securities offers investment management services where you pay an annual percentage of your account value. The exact percentage depends on the specific program you choose. These programs include FB Advisory, Managed ETF Portfolios, and Morningstar Managed Portfolios. Fees are billed monthly or quarterly in advance, depending on the program. Additional expenses may include brokerage trading costs and custodial fees for retirement accounts. Wrap fee programs bundle investment advisory, trade execution, custody, and reporting fees into a single annual fee.
Location
10 E 53rd Street, Suite 1400, New York, NY, 10022
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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.
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Zbynek is a partner at DN Daniele Nunes, LLC, a wholesale retail business, since 2018, with no day-to-day role. He also serves as Head of Compliance and Supervision at Arax Investment Partners, dedicating nearly full-time hours to this investment-related role.
Employment History
Current Registrations
Ashton Thomas Securities, LLCBroker
Ashton Thomas Securities, LLC
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
State Registrations1 state
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