Ryan Ashley (CRD# 5779900) is an Investment Advisor Representative working at Mai Capital Management, LLC in Ponte Vedra Beach, FL and has over 13 years of experience in the finance industry. Ryan Ashley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mai Capital Management, LLC | Ponte Vedra Beach, FL | Jun 2017 - Current | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Ponte Vedra Beach, FL | Jun 2016 - May 2017 | < 1 |
| Tiaa | Ponte Vedra Beach, FL | Jun 2016 - May 2017 | < 1 |
| Strategic Advisers, Inc. | Jacksonville, FL | May 2012 - Jun 2016 | 4 |
| Fidelity Brokerage Services, LLC | Jacksonville, FL | Apr 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- FL
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Total Assets Under Management19,711MILLIONS
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Total Number of Accounts26,826ACCOUNTS
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Average Account Value$734,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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