Ashley Caitlin Hamman
Investment adviser representative at Bridgeview Capital Advisors, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$122.2MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Bridgeview Capital Advisors, Inc.Nov 2025 to now
- Charles Schwab & Co., Inc.Aug 2021 to Nov 2025
- Charles Schwab Bank, SsbAug 2021 to Nov 2022
- UnemployedJun 2021 to Aug 2021
- Uc Davis Community Service Resource CenterMay 2018 to Jun 2021
- University of California, DavisNov 2015 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bridgeview Capital Advisors, Inc.
$122.2MAssets managed
153Clients
2Advisers
Under 1 yearIn 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
- 7427213
- Firm CRD
- 6290