Ashleigh Marie Provencher
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsApr 2022 to now
- Florida State College At JacksonvilleMay 2019 to Apr 2022
- Bank of AmericaOct 2018 to Mar 2019
- Sonny's BbqAug 2018 to Nov 2018
- CitibankJan 2018 to Aug 2018
- Kohl'sOct 2017 to Dec 2017
- Ulta BeautyOct 2017 to Nov 2017
- UnemployedJul 2017 to Oct 2017
- ConvergysApr 2017 to Jul 2017
- UnemployedDec 2016 to Apr 2017
- Cracker BarrelSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7039109
- Firm CRD
- 104555