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Ashley Elizabeth White

Federmann Financial Advisors Inc.

Rocky Point, NY

CRD 6825078

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Employer firm

Federmann Financial Advisors Inc. CRD 129975

$108M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Federmann Financial Advisors Inc.

745 Route 25A, Suite C, Rocky Point, NY 11778 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-25
  • NY RA
    APPROVED
    Since 2025-02-25

Branch Locations

745 Route 25A, Suite C, Rocky Point, NY 11778 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Country Limousine Centerreach NY 04/2011 07/2017
Coastline Wealth Management Port Jefferson Station NY 07/2017 11/2022
Federmann Financial Advisors Inc. Rocky Point NY 11/2022 Present
  • 04/2011 → 07/2017
    North Country Limousine
    Centerreach, NY
  • 07/2017 → 11/2022
    Coastline Wealth Management
    Port Jefferson Station, NY
  • 11/2022 → Present
    Federmann Financial Advisors Inc.
    Rocky Point, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-25

View on SEC IAPD

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