Mckenna Marie Ashby
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 2025 to now
- Fidelity InvestmentsApr 2023 to now
- LPL Financial LLCMay 2022 to Mar 2023
- Mountain America Credit UnionMay 2022 to Mar 2023
- Ameriprise Financial Services, LLCDec 2021 to Dec 2021
- Utah Valley UniversityMay 2020 to May 2022
- Fidelity Brokerage Services, LLCNov 2018 to Nov 2021
- Weber State UniversityApr 2017 to Apr 2020
- US BankAug 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
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
- 7044874
- Firm CRD
- 104555