Ashley Abate, financial advisor Atlanta GA

Ashley Abate

CRD 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.

Similar Advisors
Ashley Abbott, financial advisor Atlanta GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Similar Advisors
Natalia Abbott, financial advisor Atlanta GA
Natalia E. Abbott
CRD# 5016374
Ubs Financial Services Inc.
Similar Advisors
Rex Abbott, financial advisor Atlanta GA
Rex E. Abbott
CRD# 1742325
Edward Jones
Company Name Location Dates Years
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
Contact Info for Ashley F. Abate
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.