Ashley Marie Starr

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-20
FL	RA	APPROVED	2026-06-08

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	03/2026	Present
South Lake Hospital	Clermont	FL	03/2015	11/2016
Cvs Pharmacy	Clermont	FL	11/2016	10/2020
Bank Of America	Clermont	FL	11/2020	02/2023
Bank Of America	Clermont	FL	02/2023	03/2026
Lake Sumter State College	Clermont	FL	05/2014	12/2019
University Of Central Florida	Orlando	FL	06/2016	12/2019
Valencia Community College	Orlando	FL	05/2014	12/2019
Bank Of America, N.A.	Orlando	FL	05/2026	Present

03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
03/2015 → 11/2016

South Lake Hospital

Clermont, FL
11/2016 → 10/2020

Cvs Pharmacy

Clermont, FL
11/2020 → 02/2023

Bank Of America

Clermont, FL
02/2023 → 03/2026

Bank Of America

Clermont, FL
05/2014 → 12/2019

Lake Sumter State College

Clermont, FL
06/2016 → 12/2019

University Of Central Florida

Orlando, FL
05/2014 → 12/2019

Valencia Community College

Orlando, FL
05/2026 → Present

Bank Of America, N.A.

Orlando, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-05

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