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Elliott Price Ashe

Investment adviser representative at &partners
9 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

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

9 years in the industry.

  1. &partnersOct 2024 to now
  2. Wells Fargo Clearing Services, LLCMay 2024 to Oct 2024
  3. The Vanguard Group, Inc.Mar 2022 to May 2024
  4. Wells Fargo BankAug 2015 to Mar 2022

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
7518170
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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