Eric David Montijo
Investment Adviser Representative at Ashton Thomas Securities, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric David Montijo is an investment adviser representative in Scottsdale, AZ, currently registered with Ashton Thomas Private Wealth and Ashton Thomas Securities, LLC. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Raymond James & Associates, Inc. and RBC Capital Markets, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona and California.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California
- Broker:
17 states and territories
Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Louisiana, Missouri, Montana, Nevada, New York, Ohio, Texas, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Arizona State UniversitySep 2014 – Dec 2016Tempe, AZ
- RBC Capital Markets, LLCJul 2015 – Dec 2017El Segundo, CA
- Raymond James & AssociatesDec 2017 – Feb 2026Los Angelos, CA
- Ashton Thomas Securities, LLCFeb 2026 – no end date reportedRochester, NY
- Ashton Thomas Private Wealth, LLCFeb 2026 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ashton Thomas Securities, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 48
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Rochester, NY
- SEC file number:
- 801-69225
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 3, 2026
View full firm profileOther advisors at Ashton Thomas Securities, LLC
Showing 12 of 48 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric David Montijo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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