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Ashley Lynn Arrington

Ashley L. Arrington

BIP WEALTH
Nashville, TN 37203
Some features on this profile are disabled
CRD#: 5747435
Ashley Lynn Arrington

Professional summary


Ashley Lynn Arrington, CFP®, who also goes by Ashley Lynn Grosh, is a registered financial advisor currently at BIP WEALTH, LLC located in Nashville, Tennessee.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ashley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ashley Lynn Grosh

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) - RIA


Click below to view Ashley Lynn Arrington's CRS (Customer Relationship Summary).
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®
CFP®

Start date: 2018

Experience


Current

August 17, 2022 - Present

BIP WEALTH, LLC

Office #1: 1222 Demonbreun Street Suite 1225, Nashville, TN 37203
RIA
CRD#: 143208
Nashville, TN
Past

July 13, 2018 - July 18, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

October 22, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FRANKLIN, TN
Past

March 12, 2014 - July 15, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
FRANKLIN, TN
Past

January 26, 2012 - March 6, 2014

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA
CRD#: 3641
CLARKSVILLE, TN
Past

December 14, 2011 - March 6, 2014

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
CLARKSVILLE, TN

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
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(8/17/2022)
IAR
Tennessee
(9/12/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/19/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 Approved)
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Contact information


Main Address
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
Mailing Address
Phone number
(404) 495-5230
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (22 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 - APPENDIX 1 (10/13/2025)

Regulatory assets under management


Total Number of Accounts11,697
AUM (Assets Under Management)$ 4,460,675,379

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page

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


BIP WEALTH, LLC

CRD#: 143208Nashville, TN 37203

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