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Ashley Marie Zamora

Strategic Advisers LLC

Tucson, AZ

Tucson, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Tucson, AZ • 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
Wells Fargo Bank, Na Tucson AZ 09/2012 05/2022
Wells Fargo Clearing Services, Llc Tucson AZ 03/2019 05/2022
Fidelity Investments Tucson AZ 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2012 → 05/2022
    Wells Fargo Bank, Na
    Tucson, AZ
  • 03/2019 → 05/2022
    Wells Fargo Clearing Services, Llc
    Tucson, AZ
  • 05/2022 → Present
    Fidelity Investments
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tucson, AZ
  • 2021-09-17 → 2022-05-10
    Wells Fargo Clearing Services, Llc
    Tucson, AZ
    Tucson, AZ
    Green Valley, AZ
    Green Valley, AZ
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-16
S63 Uniform Securities Agent State Law Examination 2019-09-16
  • S66 Uniform Combined State Law Examination
    2021-09-16
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16
Other Names
  • Ashley Marie Montiel
  • Ashley Marie Springer

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AIO FINANCIAL, LLC
EDWARD JONES
FINANCIAL DIRECTIONS LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

MARTIN ANTHONY SMITH
ALEXANDER DEVEREAUX PARRS
ROBIN RODGERS DOLEZAL
DARREN GRANT HESSELINK
DANIEL SHAY NENTL
DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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