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Mckenna Marie Ashby

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, UT • 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
Us Bank Bountiful UT 08/2016 11/2018
Fidelity Brokerage Services, Llc Salt Lake City UT 11/2018 11/2021
Ameriprise Financial Services, Llc Salt Lake City UT 12/2021 12/2021
Mountain America Credit Union West Jordan UT 05/2022 03/2023
Lpl Financial Llc West Jordan UT 05/2022 03/2023
Utah Valley University Orem UT 12/2021 05/2022
Weber State University Ogden UT 04/2017 04/2020
Utah Valley University Orem UT 05/2020 05/2022
Fidelity Investments Salt Lake City UT 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 11/2018
    Us Bank
    Bountiful, UT
  • 11/2018 → 11/2021
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 12/2021 → 12/2021
    Ameriprise Financial Services, Llc
    Salt Lake City, UT
  • 05/2022 → 03/2023
    Mountain America Credit Union
    West Jordan, UT
  • 05/2022 → 03/2023
    Lpl Financial Llc
    West Jordan, UT
  • 12/2021 → 05/2022
    Utah Valley University
    Orem, UT
  • 04/2017 → 04/2020
    Weber State University
    Ogden, UT
  • 05/2020 → 05/2022
    Utah Valley University
    Orem, UT
  • 04/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2022-07-05 → 2023-04-03
    Lpl Financial Llc
    West Jordan, UT
    South Jordan, UT
    South Jordan, UT
    Sandy, UT
    West Jordan, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-28
S63 Uniform Securities Agent State Law Examination 2019-03-29
  • S66 Uniform Combined State Law Examination
    2022-06-28
  • S63 Uniform Securities Agent State Law Examination
    2019-03-29
Other Names
  • Mckenna Marie Ashby
  • Mckenna Ashby
  • Mckenna Marie Coleman
  • Mckenna Coleman

View on SEC IAPD

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D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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