Unclaimed Profile

Melissa Ann Ashley

ACCOLADE INVESTMENT ADVISORY, LLC·COLUMBUS, Ohio

Clean recordACCOLADE INVESTMENT ADVISORY, LLC

8700 ORION PLACE, COLUMBUS, OH 43240-2078CRD# 6119691Firm CRD# 145635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Ann Ashley · COLUMBUS, OH

Registration

CRD #6119691 · ACCOLADE INVESTMENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Ann Ashley is a registered financial advisor based in COLUMBUS, Ohio, affiliated with ACCOLADE INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

ACCOLADE INVESTMENT ADVISORY, LLC

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6119691

Firm CRD# 145635

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Melissa Ann Ashley offer?

Melissa Ann Ashley specializes in Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Melissa Ann Ashley's credentials?

Melissa Ann Ashley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Ann Ashley located?

Melissa Ann Ashley is based in COLUMBUS, Ohio, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Melissa Ann Ashley charge for services?

Melissa Ann Ashley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCOLADE INVESTMENT ADVISORY, LLC?

ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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