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Joseph Anthony Lanzisera

Ashton Thomas Securities, LLC

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About Joseph Anthony Lanzisera

Joseph Anthony Lanzisera is a registered representative with Ashton Thomas Securities, LLC. Joseph has been in the securities industry since June 1982. Joseph is licensed in multiple states and holds a Series 7, 24, 4, 53, 14, 52TO and 99TO, and a Series 65.

Firm Information

Joseph Lanzisera 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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Joseph Lanzisera’s Registration & Firm History

NY

09/06/2021 - Present

Ashton Thomas Securities, LLC (Rochester NY)

NA

06/28/1982 - 04/15/1986

INDIVIDUAL'S SECURITIES LTD.

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Licenses & Designations

IA

Issued 07/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 03/23/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/03/1986

Series 4 - Registered Options Principal Examination

BC

Issued 03/31/1983

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Anthony Lanzisera. Review regulatory record here.
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