DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Ashley C Robinson

Buck Wealth Strategies, LLCindependent RIALakewood, Co dual registrantIAPD 5090538

Feed of 09/15/2026

Also filed as Ashley Colleen Robinson

At current firm

1 y

since Oct 24, 2024

In the industry

20 y

since Jul 13, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Buck Wealth Strategies, LLC independent RIA current
since Oct 24, 2024 · Lakewood, Co
Ae Wealth Management, LLC BD affiliated
Apr 7, 2021 to Mar 6, 2025 · Lakewood, Co
Cl Wealth Management LLC independent RIA
Mar 9, 2016 to Apr 13, 2021 · Denver, Co
Chase Investment Services Corp. former
May 26, 2009 to Jan 6, 2012 · Phoenix, Az
Wells Fargo Investments, LLC unclassified
May 13, 2008 to May 26, 2009 · Phoenix, Az
Chase Investment Services Corp. former
Feb 6, 2007 to May 5, 2008 · Phoenix, Az
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 13, 2006 to Jan 26, 2007 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Ae Wealth Management, LLC to Buck Wealth Strategies, LLC
left Mar 6, 2025, registered Oct 24, 2024 (-133 days) · RIA to RIA
Cl Wealth Management LLC to Ae Wealth Management, LLC
left Apr 13, 2021, registered Apr 7, 2021 (-6 days) · RIA to affiliated broker-dealer or bank · moved with a team
Chase Investment Services Corp. to Cl Wealth Management LLC
left Jan 6, 2012, registered Mar 9, 2016 (1524 days) · Other
Wells Fargo Investments, LLC to Chase Investment Services Corp.
left May 26, 2009, registered May 26, 2009 (0 days) · Other
Chase Investment Services Corp. to Wells Fargo Investments, LLC
left May 5, 2008, registered May 13, 2008 (8 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chase Investment Services Corp.
left Jan 26, 2007, registered Feb 6, 2007 (11 days) · Other

Signals

Ashley C Robinson left Ae Wealth Management, Llc for Buck Wealth Strategies, Llc (registered 2024-10-24)
Mar 6, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address