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Ashley Nicole Meilinger

Ashley N. Meilinger

Some features on this profile are disabled
CRD#: 5417636
Ashley Nicole Meilinger

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ashley Nicole Meilinger, who also goes by Ashley N Mardis, Ashley Nicole Mardis, Ashley Nicole Meilinger, Ashley Meilinger, Ashey Nicole Meilinger, was a registered financial professional .

Ashley is a previously registered financial professional and started their career in finance in 2009. Ashley had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

I view myself as an integral part of the planning process. Cultivating strong relationships through genuine care and concern in order to help identify the appropriate approach for each of my clients' needs and goals is my top priority.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ashley N Mardis | Ashley Nicole Mardis | Ashley Nicole Meilinger | Ashley Meilinger | Ashey Nicole Meilinger

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Massachusetts College of Liberal Arts

Bachelor of Science (BS) - Business Administration

2006

Experience

Past

January 21, 2026 - January 29, 2026

COOKSON PEIRCE WEALTH MANAGEMENT

RIA
CRD#: 110729
Fairlawn, OH
Past

March 31, 2025 - July 16, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FAIRLAWN, OH
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
FAIRLAWN, OH
Past

July 6, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FAIRLAWN, OH
Past

March 30, 2016 - July 5, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FAIRLAWN, OH
Past

February 3, 2016 - July 16, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
FAIRLAWN, OH
Past

October 2, 2014 - January 12, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CINCINNATI, OH
Past

October 2, 2014 - January 12, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CINCINNATI, OH
Past

May 17, 2012 - September 10, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
COVINGTON, KY
Past

April 22, 2009 - September 9, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY

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".
CP
COOKSON PEIRCE WEALTH MANAGEMENT
CATALYST DYNAMIC ALPHA FUND | COOKSONPEIRCE WEALTH MANAGEMENT | COOKSONPEIRCE | COOKSON PEIRCE WEALTH MANAGEMENT | COOKSON PEIRCE INVESTMENT MANAGEMENT | COOKSON PEIRCE & CO. INC. | COOKSON PEIRCE & CO INC

CRD#: 110729 / SEC#: 801-21341

RIA
Registered Investment Advisory firm - (5/23/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/16/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/13/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/2009
General Securities Representative Examination

Current Firm

CP
COOKSON PEIRCE WEALTH MANAGEMENT
CATALYST DYNAMIC ALPHA FUND | COOKSONPEIRCE WEALTH MANAGEMENT | COOKSONPEIRCE | COOKSON PEIRCE WEALTH MANAGEMENT | COOKSON PEIRCE INVESTMENT MANAGEMENT | COOKSON PEIRCE & CO. INC. | COOKSON PEIRCE & CO INC

CRD#: 110729 / SEC#: 801-21341

RIA
Registered Investment Advisory firm - (5/23/1984 Approved)
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Contact information

Main Address
530 William Penn Place, Pittsburgh, PA 15219
Mailing Address
555 Grant Street Suite 380, Pittsburgh, PA 15219
Phone number
(412) 471-5320
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,347
AUM (Assets Under Management)$ 2,323,321,323

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/27/2024
Cover Page
Report
12/28/2023
Cover Page
Report
01/31/2023
Cover Page
Report

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.

Company Information

COOKSON PEIRCE WEALTH MANAGEMENT

Wealth PlannerCRD#: 110729

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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