Ashton Lee Young

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2014 → 08/2018
  United States Coast Guard
  Seattle, WA
• 12/2018 → 06/2019
  Nike
  Orlando, FL
• 01/2020 → 08/2020
  Extended Stay America
  Jacksonville, FL
• 08/2020 → 01/2021
  Sofi
  Jacksonville, FL
• 08/2018 → 08/2019
  Valencia College
  Orlando, FL
• 08/2019 → 12/2021
  University Of North Florida
  Jacksonville, FL
• 07/2019 → 08/2019
  Public Super Markets
  Orlando, FL
• 11/2018 → 12/2018
  Sears
  Orlando, FL
• 12/2015 → 10/2017
  American Public University System
  Seattle, WA
• 01/2022 → 10/2024
  Citigroup
  Jacksonville, FL
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockledge, FL
• 12/2024 → Present
  Bank Of America, N.A.
  Rockledge, FL

Previous Registrations

• 2023-01-27 → 2024-06-10
  Citigroup Global Markets Inc.
  Jacksonville, FL
  Jacksonville, FL
  Tampa, FL
  New York, NY
• 2021-09-22 → 2022-03-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-09-20

Other Names

• Ashton Lee Young
• Ashton Young