Ashley Mayo (CRD# 7579416) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bluffton, SC and has 1 year of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jun 2022 - Current | 1 |
| Endicott College | Beverly, MA | Jan 2020 - Jun 2022 | 2 |
| Papa Ginos | Merrimack, NH | Aug 2021 - May 2022 | < 1 |
| Endicott College | Beverly, MA | Feb 2020 - May 2022 | 2 |
| Unemployed | N/a, XX | Aug 2019 - Feb 2020 | < 1 |
| Snhu | Manchester, NH | Jul 2019 - Dec 2019 | < 1 |
| Nike Inc. | Merrimack, NH | Mar 2019 - Aug 2019 | < 1 |
| Hbhs | Hollis, NH | Aug 2015 - Jun 2019 | 3 |
| Unemployed | N/a, XX | Sep 2018 - Mar 2019 | < 1 |
| Target | Nashua, NH | Oct 2017 - Sep 2018 | < 1 |
| Unemployed | N/a, XX | Jun 2010 - Oct 2017 | 7 |
| Hbms | Hollis, NH | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- SC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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