Ashley Charles Daggs

Employer firm

Parallel Advisors, LLC CRD 140800

$10.3B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2007 → 04/2017
  Wells Fargo Private Bank
  San Francisco, CA
• 04/2017 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 08/2020 → 07/2021
  Boston Private Wealth Llc
  San Francsisco, CA
• 01/2024 → Present
  Parallel Advisors, Llc
  San Francisco, CA
• 07/2021 → 01/2024
  Svb Wealth
  San Francisco, CA

Previous Registrations

• 2020-08-27 → 2024-02-01
  Svb Wealth
  San Francisco, CA
• 2017-04-10 → 2020-08-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2011-01-03 → 2017-04-12
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Charlotte, NC
  Minneapolis, MN
• 2009-11-10 → 2011-01-03
  Wells Fargo Investments, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-11-09
• S63 Uniform Securities Agent State Law Examination
  1997-11-03

Designations

• Certified Financial Planner

Other Names

• Ashley Charles Daggs
• Ashley Daggs
• Ash Daggs