Ashley Larsen
Investment adviser representative at Strategic Advisers LLC
24 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
24 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- JP Morgan Chase Bank, N.A.Dec 2019 to Apr 2023
- JP Morgan Securities, LLCDec 2019 to Apr 2023
- UnemployedAug 2019 to Nov 2019
- A1 DistributingApr 2019 to Jul 2019
- Wells Fargo Clearing Services, LLCJan 2011 to Apr 2019
- Wells Fargo Bank NASep 2002 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 5643586
- Firm CRD
- 104555