Ashley C Gilfus

Employer firm

Capitol Securities Management, Inc. CRD 14169

$2.16B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → Present
  Capitol Securities Management
  Rochester, NY
• 05/2020 → Present
  Payx
  Rochester, NY

Previous Registrations

• 2009-12-03 → 2013-10-24
  Morgan Stanley
  Rochester, NY

Other Businesses

1) Doing Business As: Rochester Wealth Management Investment-related: Yes Address: 706 EAST AVE ROCHESTER NY, 14607 2) "Name of Business: PAYX Investment-related: yes Address: 2144 Brighton Henrietta TL Rd Rochester, NY 14623 Nature of the other business: Advisor on 401k discussion Position, title, or relationship with the other business: Advisor Start date: 5/24/20 Approx # of hours/month you devote to the other business: 5 Approx #of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: Advise on 401k

Exams

• S66 Uniform Combined State Law Examination
  2009-11-21

Other Names

• Ashley Coleman Gilfus