Ashlea Heather Ayer
Investment adviser representative at Kaufman Rossin Wealth, LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$506.7MFirm 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Kaufman Rossin Wealth, LLCSep 2024 to now
- Kaufman Rossin & Co.Sep 2024 to now
- Kr Financial Services, LLC dba Kaufman Rossin Insurance ServicesSep 2024 to now
- Lion Street FinancialOct 2024 to Nov 2025
- UnemployedSep 2023 to Sep 2024
- Truist Bank (formerly Suntrust Bank)Aug 2018 to Sep 2023
- Truist Investment Services, Inc. (formerly Suntrust Invt Svcs)Apr 2018 to Sep 2023
- Truist Advisory Services, Inc. (formerly Suntrust Advisory Svcs)Aug 2016 to Sep 2023
- Suntrust BankSep 2012 to Aug 2018
- Suntrust Investment Services, IncSep 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Kaufman Rossin Wealth, LLC
$506.7MAssets managed
230Clients
6Advisers
4 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
- 6111411
- Firm CRD
- 301921