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Andrew James Shurts

Ashton Thomas Securities, LLC

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About Andrew James Shurts

Andrew Shurts is a Registered Representative with Ashton Thomas Securities, LLC. Andrew is a securities professional who has a solid track record in the financial services industry. Andrew has been licensed as a securities representative for over a decade, and has a broad base of experience in portfolio management for individuals and businesses. Andrew is also well-versed in financial planning, providing clients with customized solutions to help them achieve their financial goals. Andrew's prior experience with Rockefeller Financial LLC and Annexus Securities, LLC gives him a well-rounded perspective on the investment landscape. Andrew's expertise makes him a valuable asset to the Ashton Thomas Securities, LLC team.

Firm Information

Andrew Shurts is currently registered with Ashton Thomas Securities, LLC. Ashton Thomas Securities, LLC is a Limited Liability Company, formed on January 8, 2024, and registered with the SEC. Based in Rochester, NY, the firm offers a range of financial advisory services including financial planning, pension consulting, and portfolio management for individuals. They are licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm manages over $409 million in assets and has a team of over 50 licensed professionals.
Ashton Thomas Securities, LLC

200 CANAL VIEW BLVD.

ROCHESTER, NY 14623

$409.08M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Shurts’s Registration & Firm History

NY

06/28/2024 - Present

Ashton Thomas Securities, LLC (ROCHESTER NY)

NY

06/14/2022 - 11/03/2023

ROCKEFELLER FINANCIAL LLC (NEW YORK NY)

AZ

06/07/2022 - 06/14/2022

ANNEXUS SECURITIES, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 06/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew James Shurts.
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