Stewart Driscoll Preziose

Employer firm

Ashton Thomas Private Wealth CRD 153902

$6.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 11/2017
  Chequers Financial Management, Llc
  San Francisco, CA
• 11/2017 → 08/2018
  Avensby Llc
  Phoenix, AZ
• 08/2018 → 07/2019
  Kayne Anderson Rudnick
  San Francisco, CA
• 07/2019 → 03/2025
  Svb Wealth Llc
  San Francisco, CA
• 05/2025 → Present
  Ashton Thomas Private Wealth, Llc
  Scottsdale, AZ

Previous Registrations

• 2019-08-06 → 2025-06-10
  Svb Wealth
  San Francisco, CA
  Boston, MA
  San Francisco, CA
  San Francisco, CA
• 2015-11-16 → 2017-11-13
  Chequers Financial Management Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) Rockwell Owners Association; Not Investment-Related; 1688 Pine Street, San Francisco, CA 94109; Homeowners Association; Treasurer; 5/17/2023; 5 hours/month; Payment and tax return approvals, general HOA duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-16
• S66 Uniform Combined State Law Examination
  2013-11-05

Other Names

• Stewart D Preziose