Ashlee N Neptune

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

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL
• 08/2019 → 10/2022
  Exit Technologies, Inc.
  Naples, FL
• 05/2018 → 08/2019
  Robert Half Recruiters And Employment Agency
  Colorado Springs, CO
• 08/2016 → 04/2019
  Jamba Juice
  Phoenix, AZ
• 09/2015 → 08/2017
  Amanda's Cantina And Fonda
  Colorado Springs, CO
• 08/2016 → 08/2019
  Grand Canyon University
  Phoenix, AZ

Other Businesses

I*1491283 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Naples, Florida, 34117, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/20/2022 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04

Other Names

• Ashlee Nicole Heinrich