AC
AC

Ashley Beth Cluley

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

Anderson, SC

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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 an employee of Marsh & McLennan Agency LLC, supporting its insurance services, and an investment adviser representative of MMA Asset Management LLC, providing wealth management and financial planning services. She is also a board member of Cleo Bailey Experiment, a non-profit, dedicating minimal time to this activity.

Employment History
Current Registrations
Mma Securities LLC
February 2024 - Present · 2 yrs
Mma Securities LLC
February 2024 - Present · 2 yrs
Mma Securities LLCBroker
February 2024 - Present · 2 yrs
Previous Registrations
Empower Advisory Group, LLC
April 2023 - January 2024 · 9 mos
Empower Financial Services, INC.Broker
April 2023 - January 2024 · 9 mos
Foster Victor Wealth Advisors
January 2021 - February 2023 · 2 yrs 1 mo
Bb&t Institutional Investment Advisers, INC.
June 2018 - December 2020 · 2 yrs 6 mos
State Registrations1 state
SC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.