Ashley Walters
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Energy Home ProsJul 2022 to Mar 2023
- Bob Mills FurnitureOct 2020 to Jul 2022
- This Is Us SoftballJun 2020 to Aug 2020
- Learfield CommunicationsFeb 2019 to Jun 2019
- Self EmployedAug 2018 to Oct 2020
- Scrapyard Fastpitch SoftballJun 2018 to Jun 2020
- Texas A&m UniversityAug 2015 to Dec 2018
- Texas A&m University/softball ProgramAug 2014 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7750054
- Firm CRD
- 104555