Ashley N Pogel

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

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA

Other Businesses

I*134873 For profit or not for profit: For-Profit Organization Name of outside business organization: Ashley Pogel Photography Investment related: N Address of business: Mckees Rocks, Pennsylvania 15136 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/1/2021 Number of hours devoted: 25 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I've developed a hobby for photography and i'd like to open an LLC on the side - would run all operations of the business from contracts, taking photographs, editing and delivering galleries. I*1843276, Entity Type:Entity For Profit, Name of OBA: The Goddard School Address: Pittsburgh, PA 15222 Investment Related:No Position, Title, Association: Owner Employee Start Date: 06/03/2024 No Hours: No Hours during trading: Duties:Silent partner of a joint LLC with my spouse as he takes over ownership of The Goddard School in downtown Pittsburgh - I will not have any business activities and simply will be listed on the documents as 50 percent owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-03
• S63 Uniform Securities Agent State Law Examination
  2023-02-06

Other Names

• Ashley Gleisberg
• Ashley Nicole Gleisberg