Best Investors Account Sign in

Ashley Fitts

Strategic Advisers LLC

The Woodlands, TX

Houston, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Houston, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Convergys Jacksonville FL 03/2015 10/2018
Belk Jacksonville FL 11/2018 11/2021
Fidelity Investments Jacksonville FL 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 10/2018
    Convergys
    Jacksonville, FL
  • 11/2018 → 11/2021
    Belk
    Jacksonville, FL
  • 01/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-21
S63 Uniform Securities Agent State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2023-08-21
  • S63 Uniform Securities Agent State Law Examination
    2022-06-03
Other Names
  • Ashley Marie Fitts
  • Ashley Fitts

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor