Ashton Bray

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 11/2021
  Edward Jones
  St Louis, MO
• 06/2016 → 03/2018
  Norman Youth Soccer Association
  Norman, OK
• 02/2017 → 06/2018
  Norman North High School
  Norman, OK
• 06/2015 → 07/2018
  Pat Filinto Cpa Esq
  Norman, OK
• 05/2015 → 05/2018
  University Of Oklahoma
  Norman, OK
• 07/2018 → 09/2018
  Unemployed
  Norman, OK
• 11/2021 → Present
  Fidelity Investments
  Oklahoma City, OK
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Nichols Hills, OK
• 2018-11-16 → 2021-11-05
  Edward Jones
  Norman, OK
  St Louis, MO
  Bethany, OK
  Norman, OK
  Norman, OK
  Norman, OK

Exams

• S66 Uniform Combined State Law Examination
  2018-11-15

Other Names

• Ashton Dewayne Bray