Ashley
Squillace
Spire Wealth Management, LLC
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About this Advisor
Ashley Squillace is a financial advisor based in Newburgh, New York, working with Spire Wealth Management, LLC. Ashley has previously held positions at Compass Asset Management Group, LLC and Orange Regional Medical Center. Ashley has passed the Series 66 regulatory exam and is registered to provide services in New York and Pennsylvania. Currently, Ashley is part of Spire Wealth Management, LLC, which operates out of Newburgh, New York. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$4,777,743,993
165
15,951
$299,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Ashley Squillace Work History
Compass Asset Management Group, LLC
Orange Regional Medical Center
Disclosures
Please visit the SEC profile of Ashley Squillace 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 Spire Wealth Management, LLC
Xenia, OH
Fort Lauderdale, FL
Bedminster, NJ
Wilmington, NC
Mc Lean, VA
Saint Louis, MO
Colorado Springs, CO
Knoxville, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
