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Ashley Brooke Starr

Captrust

Lake Success, NY

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-08-04
  • NY RA
    APPROVED
    Since 2023-08-04

Branch Locations

3 Dakota Drive Suite 310, Lake Success, NY 11042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc New York NY 07/2020 07/2023
Wagner College Staten Island NY 01/2017 12/2018
Massmutual New York NY 06/2018 08/2018
The Sak Brand Group New York NY 09/2018 12/2018
Ubs Financial New York NY 02/2019 05/2019
Eataly New York NY 05/2019 11/2019
Maplewood Summer Program Wantagh NY 07/2019 08/2019
Fox News New York NY 09/2019 11/2019
Fox Business New York NY 02/2020 04/2020
Wagner College Staten Island NY 08/2016 05/2020
Unemployed Merrick NY 04/2020 07/2020
Morgan Stanley Private Bank, N.A. New York NY 08/2022 07/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 07/2023 Present
Capfinancial Securities Llc Raleigh NC 07/2023 Present
  • 07/2020 → 07/2023
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 01/2017 → 12/2018
    Wagner College
    Staten Island, NY
  • 06/2018 → 08/2018
    Massmutual
    New York, NY
  • 09/2018 → 12/2018
    The Sak Brand Group
    New York, NY
  • 02/2019 → 05/2019
    Ubs Financial
    New York, NY
  • 05/2019 → 11/2019
    Eataly
    New York, NY
  • 07/2019 → 08/2019
    Maplewood Summer Program
    Wantagh, NY
  • 09/2019 → 11/2019
    Fox News
    New York, NY
  • 02/2020 → 04/2020
    Fox Business
    New York, NY
  • 08/2016 → 05/2020
    Wagner College
    Staten Island, NY
  • 04/2020 → 07/2020
    Unemployed
    Merrick, NY
  • 08/2022 → 07/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 07/2023 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
Other Businesses

Non-Fiction Author; Cardinal Publishing House; not investment related; author; start date: 10/1/23; 10 hours per month; 3 hours during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-10
  • S66 Uniform Combined State Law Examination
    2021-04-10
Other Names
  • Ashley Starr

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
DAVIDOV FINANCIAL COACHING, LLC
MATRIX PRIVATE WEALTH MANAGEMENT INC.
CITIZENS SECURITIES, INC.
HSBC SECURITIES (USA) INC.
CITIGROUP GLOBAL MARKETS INC.
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC

Other Investors

KLAUDIAN MOLOSIU
Jeffrey Samuel Thurm
Antonio Graziosi
Fred Sloan
Michael Lenzo
Lindsay Ann Abrahams
Alan Mark Kleinberg
Veronica Karas

Other Offices

J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY
J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY
DAVIDOV FINANCIAL COACHING, LLC · NEW HYDE PARK, NY
MATRIX PRIVATE WEALTH MANAGEMENT INC. · LAKE SUCCESS, NY
CITIZENS SECURITIES, INC. · NEW HYDE PARK, NY
HSBC SECURITIES (USA) INC. · NEW HYDE PARK, NY
CITIGROUP GLOBAL MARKETS INC. · New Hyde Park, NY
RAYMOND JAMES & ASSOCIATES, INC. · New Hyde Park, NY

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