Ashlee Victoria Merkley

Employer firm

Seros Wealth Partners CRD 166808

$359M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2019 → Present
  Seros Financial
  Tempe, AZ
• 12/2017 → 01/2019
  Epic Salon
  Chandler, AZ
• 04/2016 → 11/2017
  The Paris Market & Brocante
  Savannah, GA
• 08/2021 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 01/2019 → Present
  Seros Financial, Llc
  Tempe, AZ
• 01/2019 → Present
  Seros Financial Llc
  Tempe, AZ
• 01/2019 → Present
  Seros Financial
  Tempe, AZ

Other Businesses

1.) INDEPENDENT INSURANCE AGENT - AGENT - NON-VARIABLE INSURANCE - TEMPE, AZ - SINCE 01/2021 - INVESTMENT RELATED 2.) SEROS FINANCIAL - RECEPTIONIST - EMPLOYEE - TEMPE, AZ - SINCE 01/2019 - NOT INVESTMENT RELATED 3.) SEROS FINANCIAL, LLC - CLIENT SERVICING ASSOCIATE - REGISTERED INVESTMENT ADVISOR - TEMPE, AZ - SINCE 01/2019 - INVESTMENT RELATED 4.) SEROS FINANCIAL - CLIENT SERVICING ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - TEMPE, AZ - SINCE 08/2022 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2021-10-11

Other Names

• Ashlee Victoria Edens
• Ashlee Merkley
• Ashlee Edens