Ashley Mayo
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Papa GinosAug 2021 to May 2022
- Endicott CollegeJan 2020 to Jun 2022
- UnemployedAug 2019 to Feb 2020
- SnhuJul 2019 to Dec 2019
- Nike Inc.Mar 2019 to Aug 2019
- UnemployedSep 2018 to Mar 2019
- TargetOct 2017 to Sep 2018
- HbhsAug 2015 to Jun 2019
- UnemployedJun 2010 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7579416
- Firm CRD
- 104555