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Ashley N Lamothe

Strategic Advisers LLC

Colorado Springs, CO

Denver, CO

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

Branch Locations

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States

Denver, CO • 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
Fidelity Brokerage Services, Llc Greenwood Village CO 08/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Colorado Springs, CO
    Denver, CO
  • 2013-10-07 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
Other Businesses

OBA-9722|OrgNmn:Silbaugh Capital LLC|Org Addr:Phoenix,Arizona,US|OBA Nature:Buying properties to rent on V|Invst Rel:Y|Title:No official title|Duties:Schedule renters in the property|StrtDt:01-28-16|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-23
S63 Uniform Securities Agent State Law Examination 2010-08-30
  • S66 Uniform Combined State Law Examination
    2013-09-23
  • S63 Uniform Securities Agent State Law Examination
    2010-08-30
Designations
Other Names
  • Ashley N Lamothe
  • Ashley Nicole Lamothe

View on SEC IAPD

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