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Tami Ann Lanzisera

Ashton Thomas Securities, LLC

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About Tami Ann Lanzisera

Tami Lanzisera is a financial advisor with Ashton Thomas Securities, LLC. She is registered in 20 states and has been in the industry since 1996. Tami specializes in providing financial planning and portfolio management services to individuals. She is also a licensed insurance agent.

Firm Information

Tami 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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Tami Lanzisera’s Registration & Firm History

NY

09/06/2021 - Present

Ashton Thomas Securities, LLC (Rochester NY)

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Licenses & Designations

IA

Issued 04/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 06/26/1998

Series 4 - Registered Options Principal Examination

BC

Issued 11/26/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tami Ann Lanzisera.
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