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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Ashley C Robinson

Advisor at BUCK WEALTH STRATEGIES, LLC

LAKEWOOD, CO | DENVER, CO

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Search this name across graphsid dfx:ria:77f9a3de-edde-945e-609b-723a5ac07214

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BUCK WEALTH STRATEGIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 13, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 7, 2016
First registration: Jul 13, 2006
Dual registered: yes, broker-dealer
Other names: ASHLEY COLLEEN ROBINSON|Ashley Robinson
IAPD individual key: 5090538

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BUCK WEALTH STRATEGIES, LLC	Independent wealth	Oct 24, 2024	n/a	yes	LAKEWOOD, CO\|DENVER, CO	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Apr 7, 2021	Mar 6, 2025	no	Lakewood, CO	Previous registration
CL WEALTH MANAGEMENT LLC	Independent wealth	Mar 9, 2016	Apr 13, 2021	no	Denver, CO\|SCHAUMBURG, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 26, 2009	Jan 6, 2012	no	PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 13, 2008	May 26, 2009	no	PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ\|SCOTTSDALE, AZ	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Feb 6, 2007	May 5, 2008	no	PHOENIX, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 13, 2006	Jan 26, 2007	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	BUCK WEALTH STRATEGIES, LLC	Mar 6, 2025	Oct 24, 2024	-133	Firm change after gap	RIA to RIA
CL WEALTH MANAGEMENT LLC	AE WEALTH MANAGEMENT, LLC	Apr 13, 2021	Apr 7, 2021	-6	Firm change	RIA to ibd
CHASE INVESTMENT SERVICES CORP.	CL WEALTH MANAGEMENT LLC	Jan 6, 2012	Mar 9, 2016	1,524	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	CHASE INVESTMENT SERVICES CORP.	May 26, 2009	May 26, 2009	0	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	WELLS FARGO INVESTMENTS, LLC	May 5, 2008	May 13, 2008	8	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHASE INVESTMENT SERVICES CORP.	Jan 26, 2007	Feb 6, 2007	11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134922:282580:IL:2021-04-13	Apr 13, 2021	Apr 7, 2021	SCHAUMBURG, IL	Firm change

Relationships

Registered with (6)

→ BUCK WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Oct 24, 2024 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 7, 2021 to Mar 6, 2025factForm ADV
→ CL WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 9, 2016 to Apr 13, 2021factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 26, 2009 to Jan 6, 2012factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 13, 2008 to May 26, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 13, 2006 to Jan 26, 2007factForm ADV

Dated events

Occurred
Mar 6, 2025
Advisor changed firm
Ashley C Robinson left Ae Wealth Management, Llc for Buck Wealth Strategies, Llc (registered 2024-10-24)
Form ADVobserved 5 days ago