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William John Cerynik

Ashton Thomas Private Wealth

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About William John Cerynik

William Cerynik is an investment advisor representative with Ashton Thomas Private Wealth. William has over 12 years of experience in the financial services industry. William has held previous roles at several firms including Peachcap Securities, Inc., Securian Financial Services, Inc., Cambridge Investment Research, Inc. and Waddell & Reed, Inc. William is licensed in Arizona, Florida and Texas. William provides a range of services including financial planning, pension consulting, selection of other advisers and portfolio management for individuals. William also specializes in variable product model design and maintenance.

Firm Information

William Cerynik is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

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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William Cerynik’s Registration & Firm History

AZ

12/06/2016 - Present

Ashton Thomas Private Wealth (SCOTTSDALE AZ)

AZ

12/05/2016 - 08/20/2018

PEACHCAP SECURITIES, INC. (Scottsdale AZ)

AZ

06/04/2015 - 11/29/2016

SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)

PA

04/18/2012 - 06/05/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (READING PA)

PA

02/16/2006 - 04/27/2012

WADDELL & REED, INC. (WYOMISSING PA)

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Licenses & Designations

BOTH

Issued 03/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for William John Cerynik. Review regulatory record here.
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