Ashley Rittershaus

CURIOUS CROW FINANCIAL PLANNING

Revere, MA

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CRD#: 7780772

Professional summary

Ashley Rittershaus, who also goes by Ashley Kristine Rittershaus, is a registered financial advisor currently at CURIOUS CROW FINANCIAL PLANNING located in Revere, Massachusetts.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ashley has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ashley Kristine Rittershaus

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.

Ashley Rittershaus is a Financial Planning Independent Contractor. In this role she prepares financial planning deliverables for financial planning advisory firms. This is not investment related and takes up less than 5% of her time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Rittershaus'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®

None

Experience

Current

September 14, 2023 - Present

CURIOUS CROW FINANCIAL PLANNING

RIA

CRD#: 327495

Revere, MA

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

Massachusetts
(9/14/2023)

IAR

Texas
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CURIOUS CROW FINANCIAL PLANNING

CURIOUS CROW FINANCIAL PLANNING | CURIOUS CROW FINANCIAL PLANNING LLC

CRD#: 327495 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/14/2023 Approved)

Texas

Registered Investment Advisory firm - (6/14/2024 Conditional Restricted)

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Contact information

Main Address

Revere, MA

Mailing Address

Po Box 494, Revere, MA 02151

Phone number

(774) 994-1095

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.