Quinn Ashley Angel

$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	2024-05-30
NC	RA	APPROVED	2024-05-07

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Raleigh	NC	05/2022	Present
Chickfila	Raleigh	NC	02/2022	03/2022
Nc State University - Student	Raleigh	NC	08/2021	05/2022
Sir Pizza	Troy	NC	01/2021	08/2021
Uwharrie Mercantile	Troy	NC	05/2019	09/2020
Wisdom Christian Academy	Troy	NC	08/2013	05/2019
Montgomery Community College	Troy	NC	08/2019	05/2021
Montgomery Central High School	Troy	NC	08/2020	05/2021

05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Raleigh, NC
02/2022 → 03/2022

Chickfila

Raleigh, NC
08/2021 → 05/2022

Nc State University - Student

Raleigh, NC
01/2021 → 08/2021

Sir Pizza

Troy, NC
05/2019 → 09/2020

Uwharrie Mercantile

Troy, NC
08/2013 → 05/2019

Wisdom Christian Academy

Troy, NC
08/2019 → 05/2021

Montgomery Community College

Troy, NC
08/2020 → 05/2021

Montgomery Central High School

Troy, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-06

Nearby Firms