Ashley Charles Daggs
Investment adviser representative at Parallel Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Parallel Advisors, LLCJan 2024 to now
- Svb WealthJul 2021 to Jan 2024
- Boston Private Wealth LLCAug 2020 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Aug 2020
- Wells Fargo Private BankNov 2007 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parallel Advisors, LLC
$10.3BAssets managed
4,240Clients
73Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2592728
- Firm CRD
- 140800