Ashley Lauren Stephenson

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

• 06/2014 → 10/2021
  Tolleson Wealth Management
  Dallas, TX
• 10/2021 → 07/2023
  Ellevest
  New York, NY
• 07/2023 → Present
  Parallel Advisors, Llc
  Dallas, TX

Previous Registrations

• 2021-11-18 → 2024-02-14
  Ellevest
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-18

Designations

• Certified Financial Planner

Other Names

• Ashley Stephenson