Ashley
Robinson

Buck Wealth Strategies, LLC

CRD#5090538
Investment Advisor
in Denver, CO

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About this Advisor

Ashley Robinson is a financial advisor based in Denver, Colorado, working with Buck Wealth Strategies, LLC. Ashley has previously worked at Cabot Lodge Securities LLC, Cl Wealth Management LLC, Retirement Planning Strategies, Madison Avenue Securities, Ae Wealth Management, LLC, Ltcpro LLC Dba Federal Benefits Made Simple An E.A. Buck Company, Cabot Lodge Securities, LLC, and Buck Wealth Strategies. Ashley has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Ashley is currently part of Buck Wealth Strategies, LLC, which operates out of Denver, Colorado. The firm has 11 offices and 66 employees. Buck Wealth Strategies, LLC manages assets totaling $565.4 million and serves high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Buck Wealth Strategies, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4600 S. Syracuse Street Suite 650
Denver, CO 80237

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Buck Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$565,377,646

CO Average: $2,349,664,866
Total Number of Employees

66

CO Average: 28
Total Number of Accounts

3,982

CO Average: 1,101
Average Account Size

$141,983

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Ashley Robinson Work History

2024 - Present (1 year)

Buck Wealth Strategies

2021 - Present (4 years)

Madison Avenue Securities

2021 - Present (4 years)

Ae Wealth Management, LLC

2021 - Present (4 years)

Ltcpro LLC Dba Federal Benefits Made Simple An E.A. Buck Company

2016 - 2021 (5 years)

Cl Wealth Management LLC

2016 - 2021 (5 years)

Retirement Planning Strategies

2015 - 2015 (< 1 year)

Cabot Lodge Securities LLC

2015 - 2016 (1 year)

Retirement Planning Strategies

2015 - 2021 (6 years)

Cabot Lodge Securities, LLC

Disclosures

Please visit the SEC profile of Ashley Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buck Wealth Strategies, LLC

Ashley Robinson
Denver, CO
Terry Bunn
Denver, CO
Kyrie Greathouse
Rio Rancho, NM
Michael Sato
Honolulu, HI
Kaila Woo
Denver, CO
Daniel Thyfault
Denver, CO
Michael Hou
Denver, CO
Brandon Thurgood
Denver, CO

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