Ashley AbateCRD Number: 6506817
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ashley Abate (CRD# 6506817) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|Bank Of America, N.a.||Atlanta, GA||Nov 2016 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Atlanta, GA||May 2016 - Current||5|
|Unemployed||Tallahassee, FL||Jan 2016 - May 2016||< 1|
|North Florida Financial||Tallahassee, FL||Sep 2015 - Jan 2016||< 1|
|Merrill Lynch||Atlanta, GA||Jun 2015 - Aug 2015||< 1|
|College||Tallahassee, FL||Jan 2015 - Jun 2015||< 1|
|Mint Lounge||Tallahassee, FL||Aug 2014 - Jan 2015||< 1|
|Zeno's Ice Cream||Daytona Beach, FL||Jun 2014 - Aug 2014||< 1|
|Mint Lounge||Tallahassee, FL||Jan 2014 - Jun 2014||< 1|
|College||Tallahassee, FL||Aug 2013 - Jan 2014||< 1|
|Zeno's Ice Cream||Daytona Beach, FL||Jun 2013 - Aug 2013||< 1|
|Student||Ormond Beach, FL||Jan 2006 - Jun 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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