Cleveland
Ashley
Dss Wealth Management, Inc
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About this Advisor
Cleveland Ashley is a financial advisor operating in Granite Bay, California with 1 year of industry experience. Ashley currently works for Dss Wealth Management, Inc. During their career, Ashley has held roles at Wellsfargo Bank, N.A, Wells Fargo Advisors LLC, U.S. Bancorp Investments, Inc, Dss Americafirst, Andes Capital Group, LLC and Westpark Capital. Ashley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Dss Wealth Management, Inc is a financial advisory firm operating out of Granite Bay, CA. It has $33 million in total assets across its one client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Dss Wealth Management, Inc provides portfolio management for investment companies. Fees charged by financial advisors usually vary depending on the financial services offered. However, fees billed by Dss Wealth Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dss Wealth Management, Inc Brokerage Details
$32,500,000
7
1
$32,500,000
Investment Advisory Services
- Portfolio management for investment companies
Cleveland Ashley Work History
Cleveland has been registered as a financial advisor for 1 years.*
Andes Capital Group, LLC
Dss Americafirst
Westpark Capital
U.S. Bancorp Investments, Inc
Wells Fargo Advisors LLC
Wellsfargo Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cleveland Ashley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dss Wealth Management, Inc
Waban, MA
Granite Bay, CA
Granite Bay, CA
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