Ashley Reeves (CRD# 6452998) is an Investment Advisor Representative working at Morgan Stanley in Newport News, VA and has over 8 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Newport News, VA | Aug 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Pittsburgh, PA | Jul 2018 - Aug 2021 | 3 |
| Wells Fargo Clearing Services, LLC | Atlanta, GA | Jan 2017 - Jul 2018 | 1 |
| Valic Financial Advisors, Inc. | Augusta, GA | Mar 2015 - Dec 2016 | 1 |
| Lanigan Insurance Group Inc. | Atlanta, GA | May 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- TX
- VA
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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