Ashley Jonathon Vice
Investment adviser representative at Solitude Financial Services, Inc.
13 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$363.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Solitude Financial Services, Inc.Oct 2021 to now
- Sima Retirement Solutions, LLCJun 2018 to Oct 2021
- Sima Wealth Partners, LLCJun 2018 to Oct 2021
- Mercer Global Advisors Inc.Feb 2018 to Jun 2018
- Gfs Private Wealth, LLCAug 2013 to Jun 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, VA).
Solitude Financial Services, Inc.
$363.5MAssets managed
164Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5024371
- Firm CRD
- 150348