Asha Amberslie
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Aug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- UBS Financial ServicesJun 2022 to Jul 2023
- JPMorgan ChaseSep 2021 to Jun 2022
- UbereatsJun 2021 to Dec 2021
- UpsMay 2020 to Aug 2020
- Fordham Student WorkerMay 2019 to May 2020
- TjmaxxOct 2018 to Jun 2021
- Palm Tree MarketplaceJan 2018 to Sep 2018
- Fordham UniversityAug 2017 to Aug 2021
- Oakwood Friends SchoolJul 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7566962
- Firm CRD
- 7691