Best Investors Account Sign in

Ashley E Kelly

Strategic Advisers LLC

Lynnwood, WA

Bothell, WA

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Bothell, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Lynnwood WA 10/2020 Present
Joey Dtla Los Angeles CA 06/2019 05/2020
Local Terry Ave Seattle WA 01/2017 06/2019
Joey Bellevue Belllevue WA 07/2015 12/2016
Unemployed Lynnwood WA 05/2020 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Lynnwood, WA
  • 06/2019 → 05/2020
    Joey Dtla
    Los Angeles, CA
  • 01/2017 → 06/2019
    Local Terry Ave
    Seattle, WA
  • 07/2015 → 12/2016
    Joey Bellevue
    Belllevue, WA
  • 05/2020 → 10/2020
    Unemployed
    Lynnwood, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lynnwood, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2021-10-01
Other Names
  • Ashley Elizabeth Hope Kelly
  • Ashley Elizabeth Kelly

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
COMPREHENSIVE WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
CAPITAL INVESTMENT SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CHANEY CAPITAL MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

CARLA SUE FORNEY
BRYAN LEE HENDRICKSON
Eric John Sandstrom
GENEVA PATRICIA FOSTER
Wesley John Brandon
Trevor Dane Williams
JAMES WARREN JENKINS
DENISE DIANE BRANDON

Other Offices

LPL FINANCIAL LLC · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
LPL FINANCIAL LLC · LYNNWOOD, WA
KESTRA ADVISORY SERVICES, LLC · Lynnwood, WA
VALIC FINANCIAL ADVISORS, INC. · LYNNWOOD, WA
COMPREHENSIVE WEALTH MANAGEMENT · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA
CAPITAL INVESTMENT SERVICES, LLC · LYNNWOOD, WA

More in Lynnwood, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor