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Michael Patrick Davis

Ashton Thomas Securities, LLC

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About Michael Patrick Davis

Michael Patrick Davis is an investment advisor representative who has been in the industry for over 25 years. He is currently registered with Ashton Thomas Securities, LLC, in Ohio. Michael is also registered as an investment advisor representative in Ohio. He has previously worked with John Hancock Distributors LLC and Nationwide Investment Services Corporation. Michael is a Certified Financial Planner and has extensive experience in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Michael Davis 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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Michael Davis’s Registration & Firm History

NY

07/01/2024 - Present

Ashton Thomas Securities, LLC (ROCHESTER NY)

MA

11/18/2009 - 07/20/2015

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

OH

02/06/1998 - 11/02/2009

NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)

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Licenses & Designations

IA

Issued 06/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/05/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Patrick Davis.
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