UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
15yrs
Ashley Cherry
Financial advisor at Merrill
Ashley Cherry is a fiduciary financial advisor in Walnut Creek, California, with 15 years in the industry. Ashley joined Merrill in 2014, after two years at Osaic Fa. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 53% of advisors at Merrill
Office1331 N California Blvd, Walnut Creek, CA 94596
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowMerrillCurrent firm
- Apr 2012 – Mar 2014Osaic Fa, Inc.Previously
Contact Ashley
Local office(925) 945-4800Ask for Ashley. (800) 637-7455Main office · New York, NY 1331 N California BlvdWalnut Creek, CA 94596Office · Get directions
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Questions to ask Ashley
Tailored to Ashley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ashley
How do I contact Ashley?
Call Ashley’s local office at (925) 945-4800 or the Merrill main office at (800) 637-7455, and ask for Ashley Cherry.
How long has Ashley been a financial advisor?
Ashley has been in the industry since 2012, about 15 years. More experience than 53% of advisors at Merrill.
What licenses does Ashley hold?
Series 66. Tap any license on this page to see what it allows.
Is Ashley a fiduciary?
Ashley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashley paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ashley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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