Ashley C Robinson

Current Employers

Employment History

• 03/2016 → 04/2021
  Cl Wealth Management Llc
  New York, NY
• 07/2015 → 09/2016
  Retirement Planning Strategies
  Lakewood, CO
• 04/2021 → Present
  Madison Avenue Securities
  San Diego, CA
• 04/2021 → 03/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2021 → Present
  Ltcpro Llc Dba Federal Benefits Made Simple An E.A. Buck Company
  Lakewood, CO
• 10/2016 → 03/2021
  Retirement Planning Strategies
  Lakewood, CO
• 12/2015 → 04/2021
  Cabot Lodge Securities, Llc
  New York, NY
• 10/2024 → Present
  Buck Wealth Strategies
  Honolulu, HI

Previous Registrations

• 2021-04-07 → 2025-03-06
  Ae Wealth Management, Llc
  Lakewood, CO
• 2016-03-09 → 2021-04-13
  Cl Wealth Management Llc
  Denver, CO
  Schaumburg, IL
• 2009-05-26 → 2012-01-06
  Chase Investment Services Corp.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2008-05-13 → 2009-05-26
  Wells Fargo Investments, Llc
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2007-02-06 → 2008-05-05
  Chase Investment Services Corp.
  Phoenix, AZ
• 2006-07-13 → 2007-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ

Other Businesses

1.) NAME: LTCPro, LLC DBA FEDERAL BENEFITS MADE SIMPLE AN E.A. BUCK COMPANY; INVESTMENT RELATED: YES; ADDRESS: 1 DENVER FEDERAL CENTER BUILDING 45 ROOM 1050 ENTRANCE E9, LAKEWOOD, CO; NATURE: FINANCIAL PLANNING, ANALYZE CLIENTS INVESTMENTS AND MAKE RECOMMENDATIONS, SELL FINANCIAL PRODUCTS SUITABLE AND INLINE WITH THEIR GOALS. START DATE: 04/2021; HOURS/MONTH: 160; TRADING HOURS/MONTH: 140; FINANCIAL PLANNER DUTIES: DOING PRESENTATIONS FOR FEDERAL EMPLOYEES ON THEIR BENEFITS AND PROVIDING EDUCATIONAL SEMINARS THROUGH THE DBA, ANALYZING CLIENTS BENEFITS AND INVESTMENTS AND MAKE RECOMMENDATIONS. OFFER FINANCIAL PRODUCTS IN LINE WITH CLIENTS ESTABLISHED GOALS AND INSURANCE SALES. 2.) NAME: MADISON AVENUE SECURITIES, LLC; YES INVESTMENT RELATED; 13500 EVENING CREEK DR. N. STE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 04/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 3.) NAME: BUCK WEALTH STRATEGIES; ADDRESS: 55 MERCHANT STREET SUITE 2100, HONOLULU, HI 96813; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; DUTIES: REGISTERED INVESTMENT ADVISER ENGAGED IN ASSET MANAGEMENT SERVICES; HOURS PER WEEK: 40 HOURS; START DATE: 10/2024

Exams

• S66 Uniform Combined State Law Examination
  2016-03-07

Other Names

• Ashley Colleen Robinson
• Ashley Robinson