Ashley Carrington Otoole

$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
CA	RA	APPROVED	2026-07-28

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	New York	NY	07/2024	Present
Unemployment	Charlottesville	VA	07/2023	07/2024
Octagon Credit Investors Llc	New York	NY	07/2023	07/2023
Unemployment	Charlottesville	VA	08/2022	07/2023
Guggenheim Partners	New York	NY	06/2022	08/2022
Unemployment	Charlottesville	VA	08/2021	06/2022
Eddie Lou	Chicago	IL	05/2021	08/2021
Unemployment	Chicago	IL	03/2015	05/2021
University Of Virginia	Charlottesville	VA	08/2019	05/2023

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
07/2023 → 07/2024

Unemployment

Charlottesville, VA
07/2023 → 07/2023

Octagon Credit Investors Llc

New York, NY
08/2022 → 07/2023

Unemployment

Charlottesville, VA
06/2022 → 08/2022

Guggenheim Partners

New York, NY
08/2021 → 06/2022

Unemployment

Charlottesville, VA
05/2021 → 08/2021

Eddie Lou

Chicago, IL
03/2015 → 05/2021

Unemployment

Chicago, IL
08/2019 → 05/2023

University Of Virginia

Charlottesville, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-27

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