Gregory Alan Weiss

Ashton Thomas Securities, LLC

23 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

8605 East Raintree Drive, Suite 280, Scottsdale, AZ, 85260

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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

Gregory has a less than 1% ownership stake in Zodiac Gold, Inc., a gold exploration company in West Africa, but dedicates no time to it. Gregory also works as an investment advisor for Ashton Thomas Private Wealth, LLC, dedicating full-time hours to this role.