Goda Stevens
Professional summary
Goda Stevens, who also goes by Goda Lechaviciute, is a registered financial advisor currently at ASHTON THOMAS PRIVATE WEALTH located in North Kingstown, Rhode Island and ASHTON THOMAS SECURITIES, LLC located in Rochester, New York.
Goda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Goda has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Goda Stevens's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 25, 2021 - Present
ASHTON THOMAS PRIVATE WEALTH
May 14, 2025 - Present
ASHTON THOMAS SECURITIES, LLC
Office #1: 200 Canal View Blvd. Ste. 204, Rochester, NY 14623Primary Firm SEC Registration
ASHTON THOMAS PRIVATE WEALTH
CRD#: 153902 / SEC#: 801-71512
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/1/2023)
(12/1/2023)
(5/25/2021)
Exams
Series 7TO
Date: 5/14/2025
General Securities Representative ExaminationFINRA
Current Firm
ASHTON THOMAS PRIVATE WEALTH
CRD#: 153902 / SEC#: 801-71512
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,733 |
| AUM (Assets Under Management) | $ 4,051,333,740 |
Red Flags
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