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RIA / WealthAdvisorCertified Financial Planner16 years in industry

RYAN DAVID ASHLEY

Advisor at MAI CAPITAL MANAGEMENT, LLC

PONTE VEDRA BEACH, FL

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Search this name across graphsid dfx:ria:954b2811-6400-eaf8-433d-90c9f77a24fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2010 to Sep 14, 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: MAI CAPITAL MANAGEMENT, 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: Jun 4, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 4, 2010
First registration: Jun 8, 2010
Dual registered: no
Other names: RYAN ASHLEY
IAPD individual key: 5779900

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
MAI CAPITAL MANAGEMENT, LLC	Independent wealth	Jul 10, 2017	n/a	yes	PONTE VEDRA BEACH, FL	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 8, 2016	Jun 1, 2017	no	JACKSONVILLE, FL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 10, 2012	Jun 29, 2016	no	JACKSONVILLE, FL\|NEW YORK, NY	Previous registration
EDWARD JONES	National bd RIA	Jun 8, 2010	Apr 25, 2012	no	JACKSONVILLE, FL\|ST LOUIS, MO\|JACKSONVILLE, FL\|Jacksonville, FL\|FRUIT COVE, FL	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
ADVICE AND PLANNING SERVICES	MAI CAPITAL MANAGEMENT, LLC	Jun 1, 2017	Jul 10, 2017	39	Firm change	Other
STRATEGIC ADVISERS LLC	ADVICE AND PLANNING SERVICES	Jun 29, 2016	Jul 8, 2016	9	Firm change	Other
EDWARD JONES	STRATEGIC ADVISERS LLC	Apr 25, 2012	May 10, 2012	15	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ MAI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 10, 2017 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jul 8, 2016 to Jun 1, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 10, 2012 to Jun 29, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 8, 2010 to Apr 25, 2012factForm ADV

Dated events

No dated event names this entity yet.