Ashley Hughes Alphonse

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

• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2012 → 03/2020
  Crossover Capital Partners
  Boston, MA
• 03/2020 → 02/2021
  Unemployment Due To Pandemic
  Mantoloking, NJ
• 02/2021 → 07/2024
  Extended Travel As A Trailing Spouse
  Chene Bougeries
• 07/2024 → 11/2024
  Unemployment
  Mantoloking, NJ

Other Businesses

Name of the other businessH L H Living Trust Whether the business is investment-relatedno Address of the other businessWashington DC 20016 Nature of the other businessMy sister's living trust Your positionPower of attorney Title, or relationship with the other businessMy sister's living trust Start date of your relationship08/9/2024 Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessIf my sister dies, I will become trustee. Until then, I do nothing.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03

Other Names

• Ashley Elizabeth Hughes
• Ashley Alphonse