Ashley Dunnington
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Securities and Exchange CommissionMay 2025 to Aug 2025
- Bank of America Merrill LynchAug 2022 to May 2025
- David's BridalJul 2021 to Aug 2022
- US Census BureauJul 2020 to Sep 2020
- Long and Foster RealtorsMay 2018 to Oct 2022
- Advon Real EstateJul 2017 to May 2018
- Good Shepherd PreschoolSep 2016 to May 2017
- Long and Foster RealtorsApr 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 4681132
- Firm CRD
- 104555