Patricia Ashley has been an investment adviser representative at Global Trust Asset Management since November 2017, and is not listed among the firm’s executive officers or direct owners.
Global Trust Asset Management, LLC is a Palm Beach Gardens, FL firm with $450M under management, 276 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Patricia Ashley’s longest registration was 19 years at Ashley Financial Services, Pa (1998–2017). Before joining Global Trust Asset Management in 2017, Patricia Ashley was registered through Ashley Financial Services, Pa.
- Ashley Financial Services, Pa– · 19 yearsFT. Pierce, FL · Adviser representative · Firm CRD 141952
Investment adviser representative registrations
Patricia Ashley is registered as an investment adviser representative in 2 states. Each was approved in November 2017.
- FloridaSince 15 November 2017
- MontanaSince 2 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patricia Jill Ashley
- CRD
- 2985259
- Firm
- Global Trust Asset Management · CRD 143120
- Office
- Riviera Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- July 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Patricia Ashley work?
Patricia Ashley is an investment adviser representative registered through Global Trust Asset Management, LLC since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Patricia Ashley a financial advisor?
Yes. Patricia Ashley has a current investment-adviser registration in Florida and Montana, through Global Trust Asset Management since November 2017.
How many years of experience does Patricia Ashley have?
Patricia Ashley has 28 years in the financial industry, since July 1998, across 2 adviser firms.
What exams has Patricia Ashley passed?
Patricia Ashley passed the Series 65 in November 1997.
Where is Patricia Ashley based?
Patricia Ashley’s registered office is in Riviera Beach, FL.
Is Patricia Ashley registered with FINRA?
No. Patricia Ashley has no current broker registration.
How can I verify Patricia Ashley’s record?
Search CRD 2985259 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia Ashley’s full registration record.
