AR
Ashley C. Robinson
BUCK WEALTH STRATEGIES
LAKEWOOD, CO 80225
Some features on this profile are disabled
CRD#: 5090538
AR
Professional summary
Ashley C Robinson, who also goes by Ashley Colleen Robinson, Ashley Robinson, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Lakewood, Colorado and MADISON AVENUE SECURITIES, LLC located in Lakewood, Colorado.
Ashley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Ashley has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ashley Colleen Robinson | Ashley Robinson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) NAME: LTCPro, LLC DBA FEDERAL BENEFITS MADE SIMPLE AN E.A. BUCK COMPANY; INVESTMENT RELATED: YES; ADDRESS: 1 DENVER FEDERAL CENTER BUILDING 45 ROOM 1050 ENTRANCE E9, LAKEWOOD, CO; NATURE: FINANCIAL PLANNING, ANALYZE CLIENTS INVESTMENTS AND MAKE RECOMMENDATIONS, SELL FINANCIAL PRODUCTS SUITABLE AND INLINE WITH THEIR GOALS. START DATE: 04/2021; HOURS/MONTH: 160; TRADING HOURS/MONTH: 140; FINANCIAL PLANNER DUTIES: DOING PRESENTATIONS FOR FEDERAL EMPLOYEES ON THEIR BENEFITS AND PROVIDING EDUCATIONAL SEMINARS THROUGH THE DBA, ANALYZING CLIENTS BENEFITS AND INVESTMENTS AND MAKE RECOMMENDATIONS. OFFER FINANCIAL PRODUCTS IN LINE WITH CLIENTS ESTABLISHED GOALS AND INSURANCE SALES. 2.) NAME: MADISON AVENUE SECURITIES, LLC; YES INVESTMENT RELATED; 13500 EVENING CREEK DR. N. STE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 04/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 3.) NAME: BUCK WEALTH STRATEGIES; ADDRESS: 55 MERCHANT STREET SUITE 2100, HONOLULU, HI 96813; INVESTMENT RELATED: YES; POSITION: INVESTMENT ADVISOR REPRESENTATIVE; DUTIES: REGISTERED INVESTMENT ADVISER ENGAGED IN ASSET MANAGEMENT SERVICES; HOURS PER WEEK: 40 HOURS; START DATE: 10/2024
CRS (Client Relationship Summary) - RIA
Click below to view Ashley C Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 23, 2024 - Present
BUCK WEALTH STRATEGIES, LLC
Office #1: 1 Denver Federal Center Entrance E9, Building 45, Lakewood, CO 80225RIA
CRD#: 322138
LAKEWOOD, CO
Current
April 6, 2021 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 1 Denver Federal Center Building 45 Room 1050, Entrance E9, Lakewood, CO 80225RIA
BD
CRD#: 23224
Lakewood, CO
Past
April 7, 2021 - March 6, 2025
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Lakewood, CO
Past
March 9, 2016 - April 13, 2021
CL WEALTH MANAGEMENT LLC
RIA
CRD#: 134922
Denver, CO
Past
December 21, 2015 - April 13, 2021
CABOT LODGE SECURITIES LLC
BD
CRD#: 159712
DENVER, CO
Past
May 26, 2009 - January 6, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
PHOENIX, AZ
Past
May 15, 2009 - January 6, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
PHOENIX, AZ
Past
May 13, 2008 - May 26, 2009
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
PHOENIX, AZ
Past
May 7, 2008 - May 26, 2009
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
PHOENIX, AZ
Past
February 6, 2007 - May 5, 2008
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
PHOENIX, AZ
Past
January 29, 2007 - May 5, 2008
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
PHOENIX, AZ
Past
August 31, 2006 - January 26, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SCOTTSDALE, AZ
Past
July 13, 2006 - January 26, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SCOTTSDALE, AZ
Past
February 6, 2006 - February 8, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES
CRD#: 322138 / SEC#: 801-126075
RIA
Registered Investment Advisory firm - (7/12/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/15/2021)
RR
Alaska(10/20/2023)
RR
Arizona(4/22/2021)
RR
California(5/13/2021)
RR
Colorado(4/7/2021)
IAR
Colorado(10/23/2024)
RR
Connecticut(4/15/2021)
RR
Delaware(1/7/2022)
RR
Florida(4/16/2021)
RR
Idaho(7/22/2021)
RR
Illinois(3/8/2024)
RR
Iowa(1/30/2023)
RR
Kansas(4/16/2021)
RR
Kentucky(1/6/2023)
RR
Maryland(1/31/2024)
RR
Massachusetts(10/4/2022)
RR
Michigan(4/20/2021)
RR
Minnesota(3/4/2025)
RR
Mississippi(8/20/2021)
RR
Missouri(4/15/2021)
RR
Montana(4/27/2021)
RR
Nevada(9/5/2023)
RR
New Mexico(4/15/2021)
RR
New York(9/15/2024)
RR
North Carolina(5/24/2021)
RR
North Dakota(7/29/2024)
RR
Oklahoma(7/16/2021)
RR
Pennsylvania(7/12/2021)
RR
South Carolina(9/28/2023)
RR
South Dakota(3/15/2024)
RR
Texas(4/15/2021)
RR
Utah(4/15/2021)
RR
Vermont(8/28/2025)
RR
Virginia(8/12/2021)
RR
Washington(2/22/2023)
RR
Wyoming(4/19/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES
CRD#: 322138 / SEC#: 801-126075
RIA
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Contact information
Main Address
4600 S. Syracuse Street Suite 650, Denver, CO 80237
Mailing Address
Phone number
(888) 210-6567
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,982 |
| AUM (Assets Under Management) | $ 565,377,646 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
