AR
CFP
AR
CFP

Ashley Rey

15 Years of Experience
Short Hills, NJ
Broker

Ashley Rey is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Short Hills, NJ, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

830 Morris Tpke, Ste 488, Short Hills, NJ, 07078

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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 Activities

Ashley has a 35.5% ownership in Rey Financial Group LLC and spends about a quarter of her time there. She also serves as co-trustee for multiple family trusts and is a finance committee member for the NJ Audobon Society, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
February 2019 - Present · 7 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2019 - Present · 7 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2010 - February 2019 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2010 - February 2019 · 8 yrs 3 mos
State Registrations21 states
CACOCTDEFLGAILINKSMAMDMEMONCNJNYORPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.