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Ashley Dorroh Galler

THE Ascent Group, LLC

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About Ashley Dorroh Galler

Ashley Galler is a financial advisor with The Ascent Group, LLC. Ashley has been working in the financial industry since 1998. Ashley is registered to provide investment advice in several states. Ashley works with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans and charitable organizations.

Firm Information

Ashley Galler is currently registered with THE Ascent Group, LLC. THE Ascent Group, LLC is an investment advisor based in Virginia Beach, Virginia. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.88 billion in assets for 4,261 accounts. Their client base includes individuals, businesses, corporations, and charitable organizations.
THE Ascent Group, LLC

192 BALLARD COURT

VIRGINIA BEACH, VA 23462

$2.88B

Assets Under Management

6

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Galler’s Registration & Firm History

VA

06/03/2021 - Present

THE Ascent Group, LLC (VIRGINIA BEACH VA)

VA

02/02/2023 - 08/23/2024

TRIAD ADVISORS LLC (Virginia Beach VA)

VA

06/30/2006 - 01/24/2023

AMERITAS INVESTMENT COMPANY, LLC (VIRGINIA BEACH VA)

VA

04/20/2000 - 06/30/2006

CARILLON INVESTMENTS, INC. (VIRGINIA BEACH VA)

MA

08/13/1998 - 05/08/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

IA

Issued 06/30/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley Dorroh Galler.
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