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Ashley Nicole Bleckner

Investment adviser representative at Ellevest
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. EllevestApr 2019 to now
  2. Rs Crum Inc.Sep 2015 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 4 states (CA, MA, NY, TX).

Ellevest

Legal name: Ellevest, Inc.

$1.1BAssets managed
471Clients
12Advisers
11 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
6556257
Firm CRD
175476
Advisor's SEC record (opens in a new tab)
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