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Ashleigh Marie Provencher

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7039109

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-20
TX RA APPROVED 2026-03-13
  • FL RA
    APPROVED
    Since 2026-03-20
  • TX RA
    APPROVED
    Since 2026-03-13

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Florida State College At Jacksonville Jacksonville FL 05/2019 07/2020
Bank Of America Jacksonville FL 10/2018 03/2019
Sonny'S Bbq Jacksonville FL 08/2018 11/2018
Citibank Jacksonville FL 01/2018 08/2018
Ulta Beauty Jacksonville FL 10/2017 11/2017
Kohl'S Jacksonville FL 10/2017 12/2017
Convergys Jacksonville FL 04/2017 07/2017
Cracker Barrel Jacksonville FL 09/2016 12/2016
Florida State College At Jacksonville Jacksonville FL 07/2020 04/2022
Unemployed Jacksonville FL 04/2014 09/2016
Fidelity Investments Jacksonville FL 04/2022 Present
Unemployed Jacksonville FL 12/2016 04/2017
Unemployed Jacksonville FL 07/2017 10/2017
  • 05/2019 → 07/2020
    Florida State College At Jacksonville
    Jacksonville, FL
  • 10/2018 → 03/2019
    Bank Of America
    Jacksonville, FL
  • 08/2018 → 11/2018
    Sonny'S Bbq
    Jacksonville, FL
  • 01/2018 → 08/2018
    Citibank
    Jacksonville, FL
  • 10/2017 → 11/2017
    Ulta Beauty
    Jacksonville, FL
  • 10/2017 → 12/2017
    Kohl'S
    Jacksonville, FL
  • 04/2017 → 07/2017
    Convergys
    Jacksonville, FL
  • 09/2016 → 12/2016
    Cracker Barrel
    Jacksonville, FL
  • 07/2020 → 04/2022
    Florida State College At Jacksonville
    Jacksonville, FL
  • 04/2014 → 09/2016
    Unemployed
    Jacksonville, FL
  • 04/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 12/2016 → 04/2017
    Unemployed
    Jacksonville, FL
  • 07/2017 → 10/2017
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08
Other Names
  • Ashleigh Provencher

View on SEC IAPD

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