UBS Financial Services
46yrs
Top advisor by experience in Rochester
26yrs
Michael Davis
Full name on record: Michael Patrick Davis
Financial advisor at Ashton Thomas Securities
Michael Davis is a fiduciary financial advisor in Rochester, New York, with 26 years in the industry. Michael joined Ashton Thomas Securities in 2024, after three years at Manulife Investment Management (us) and a year at John Hancock Investment Management. Ashton Thomas Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office100 Meridian Centre Blvd Suite 250, Rochester, NY 14618
How the firm is paid ?Percent of assets
Typical client at the firm ?$814,843
Advisors at the firm37
States licensed ?1 state
Services through Ashton Thomas Securities
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowAshton Thomas Securities, LLCCurrent firm
- 2012 – 2015Manulife Investment Management (us) LLCPreviously
- Nov 2009 – Dec 2010John Hancock Investment Management LLCPreviously
- 2006 – 2009Nationwide Investment Advisors, LLCPreviously
- May 2005 – Dec 2006Nationwide Investment Services CorporationPreviously
Contact Michael
(800) 323-3746Ashton Thomas Securities main office 100 Meridian Centre Blvd Suite 250Rochester, NY 14618Office · Get directions YouTube channelAshton Thomas Securities
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Ashton Thomas Securities at (800) 323-3746 and ask for Michael Davis. Michael works from the Rochester, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Ashton Thomas Securities reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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