Ashley Shumaker

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

• 08/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westfield, NJ
• 11/2018 → 07/2019
  Bloomberg Lp
  Skillman, NJ
• 01/2018 → 01/2018
  Blue Wolf Capital
  New York City, NY
• 06/2017 → 08/2017
  Mcadam Financial
  Iselin, NJ
• 12/2016 → 05/2017
  Bebe
  Short Hills, NJ
• 08/2015 → 12/2016
  Starbucks
  Bedminister, NJ
• 08/2014 → 05/2018
  Fairleigh Dickinson University
  Madison, NJ
• 05/2018 → 11/2018
  Unemployed
  Hillsborough, NJ
• 12/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2022 → 07/2024
  Equitymultiple
  New York, NY
• 07/2024 → 10/2024
  Unemployed
  Hillsborough, NJ
• 10/2024 → 06/2025
  Faropoint
  Hoboken, NJ
• 06/2025 → 10/2025
  Merck; Emd Electronics
  Branchburg, NJ

Previous Registrations

• 2021-06-07 → 2022-04-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westfield, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-03-02

Other Names

• Ashley Shumaker
• Ashley Sarah Shumaker