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Cleveland Ashley

Americafirst Wealth Management, Inc.

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About Cleveland Ashley

Cleveland Ashley is a financial advisor who has been in the industry since November 2005. Cleveland is registered with Americafirst Wealth Management, Inc. Cleveland has a Series 7, Series 66, and SIE license. Cleveland is also registered with the state of California and Texas as an Investment Advisor Representative. Previously, Cleveland has worked for U.S. Bancorp Investments, Inc., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC.

Firm Information

Cleveland Ashley is currently registered with Americafirst Wealth Management, Inc.. Americafirst Wealth Management, Inc. is an investment advisor based in WEST HENRIETTA, NY with approximately $26,000,000 in regulatory assets under management. The firm primarily provides portfolio management for investment companies.
Americafirst Wealth Management, Inc.

275 WIREGRASS PARKWAY

WEST HENRIETTA, NY 14586

$26.00M

Assets Under Management

1

Total Clients

3

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Cleveland Ashley’s Registration & Firm History

NY

03/07/2022 - Present

Americafirst Wealth Management, Inc. (WEST HENRIETTA NY)

CA

01/03/2022 - 03/08/2022

WESTPARK CAPITAL, INC. (LOS ANGELES CA)

CA

05/30/2013 - 11/12/2021

U.S. BANCORP INVESTMENTS, INC. (WILLOWS CA)

CA

01/03/2011 - 06/04/2013

WELLS FARGO ADVISORS, LLC (VACAVILLE CA)

CA

04/23/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (YUBA CITY CA)

CA

06/01/2007 - 05/10/2010

WELLS FARGO ADVISORS, LLC (GOLD RIVER CA)

CA

08/19/2005 - 05/07/2007

WELLS FARGO INVESTMENTS, LLC (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 09/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cleveland Ashley.
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