Ashley Elizabeth White
Investment adviser representative at Federmann Financial Advisors Inc.
15 yearsExperience
1 stateRegistered in
$108.2MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Federmann Financial Advisors Inc.Nov 2022 to now
- Coastline Wealth ManagementJul 2017 to Nov 2022
- North Country LimousineApr 2011 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Federmann Financial Advisors Inc.
$108.2MAssets managed
58Clients
3Advisers
16 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
- 6825078
- Firm CRD
- 129975