Ashley Starr is a registered investment advisor, based in Lake Success, NY, with 5 years of industry experience.
Location
3 Dakota Drive, Suite 310, Lake Success, NY, 11042
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Ashley is a non-fiction author with Cardinal Publishing House since October 2023. She spends a few hours per week on this activity, including minimal time during trading hours.
Employment History
Current Registrations
Captrust
August 2023 - Present · 2 yrs 9 mos
Capfinancial Securities, LLC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Morgan Stanley
April 2021 - June 2023 · 2 yrs 2 mos
Morgan StanleyBroker
October 2020 - June 2023 · 2 yrs 8 mos
State Registrations2 states
FLNY
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.