Ashton H. Rel
Professional summary
Ashton Haley Rel, who also goes by Ashton Rel, Ashton Haley Taylor, is a registered financial advisor currently at KNIGHT FAMILY WEALTH located in Dunedin, Florida.
Ashton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ashton has worked at 2 firms and has passed the Series 65, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ashton Haley Rel's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2020 - Present
KNIGHT FAMILY WEALTH
August 12, 2016 - July 27, 2020
M HOLDINGS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/4/2020)
Exams
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
KNIGHT FAMILY WEALTH
CRD#: 309475 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 94,924,152 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 | ||
| 01/31/2025 | ||
| 10/27/2023 |
Red Flags
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