AS
Ashlee Solarczyk
from Copper Leaf Financial, LLC
Ashlee Solarczyk is a financial advisor based in Vermont, Williston,
with 13 years of experience. Ashlee currently works for
Copper Leaf Financial, LLC.
Ashlee maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ashlee Solarczyk works at Copper Leaf Financial, LLC
Copper Leaf Financial, LLC is a financial advisory firm based in Williston, Vermont. It currently has approximately $189,173,652 of assets under management and employs about 5 people. Copper Leaf Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
33 Blair Park Road, Suite 203, Williston, Vermont, 5495
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