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Ashley Ravencroft

Investment Adviser Representative at Charles Schwab & Co., Inc.

Reno, NVCRD #7935830Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ashley Ravencroft is an investment adviser representative with Charles Schwab & Co., Inc. in Reno, NV, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with UBS Financial Services Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Nevada.

Office

5301 Kietzke Lane
Reno, NV 89511-2083

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nevada
Broker:
1 state or territory

Nevada

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/23/2024
Series 7
General Securities Representative Examination
Passed 10/18/2024
SIE
Securities Industry Essentials Examination
Passed 8/10/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
11/18/2025 – Reno, NV
UBS Financial Services Inc.
11/25/2024 – 11/7/2025Reno, NV

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UBS Financial Services, Inc
    Jun 2024 – Oct 2025Reno, NV
  2. P.F. Changs
    Feb 2023 – Jun 2024Reno, NV
  3. Dickson Commercial Group
    Apr 2022 – Dec 2022Reno, NV
  4. Cheesecake Factory
    Nov 2020 – Aug 2021Reno, NV
  5. Western Nevada Supply
    Dec 2018 – Aug 2020Reno, NV
  6. Unemployed
    Dec 2022 – Feb 2023Reno, NV
  7. Unemployed
    Aug 2020 – Nov 2020Reno, NV
  8. Full Time Education
    Aug 2019 – May 2023Reno, NV
  9. Spanish Springs Highschool
    Aug 2015 – Aug 2019Sparks, NV
  10. Nevada Industrial
    Jan 2025 – Oct 2025Sparks, NV
  11. Charles Schwab & Co., Inc
    Oct 2025 – no end date reportedReno, NV
  12. Charles Schwab Bank
    Oct 2025 – no end date reportedReno, NV

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Charles Schwab & Co., Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$500,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Reno, NV

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ashley Ravencroft has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ashley Ravencroft (Charles Schwab & Co.) - Advisor Profile