AS
AS

Ashley Squillace

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

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Location

100 Stoney Brook Ct, Newburgh, NY, 12550

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ashley is a part-time insurance agent selling fixed insurance products and receives commission. She also works a few hours per week as a Pampered Chef sales consultant, hosting virtual sales parties and earning commission.

Employment History
Current Registrations
Spire Wealth Management, LLC
January 2016 - Present · 10 yrs 1 mo
Spire Securities, LLCBroker
April 2015 - Present · 10 yrs 10 mos
State Registrations3 states
NCNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ashley Squillace - Financial Advisor | TrueAdvisor