Ashley Juliano
Investment adviser representative at Bay Capital Advisors, LLC
14 yearsExperience
1 stateRegistered in
$228.3MFirm assets
4 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
- Seminars and workshops
Experience
14 years in the industry.
- Bay Capital Advisors, LLCOct 2025 to now
- Accenture Federal ServicesAug 2022 to Oct 2025
- Kings High Media LLCMay 2022 to Jun 2023
- HomemakerJul 2012 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Bay Capital Advisors, LLC
$228.3MAssets managed
195Clients
5Advisers
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
- 8209403
- Firm CRD
- 140796