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Ashley Barthelette

Strategic Advisers LLC

Wesley Chapel, FL

CRD 7362131

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-04
TX RA APPROVED_RES 2026-07-30
  • FL RA
    APPROVED
    Since 2026-08-04
  • TX RA
    APPROVED_RES
    Since 2026-07-30

Branch Locations

Wesley Chapel, FL • 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
Target Wesley Chapel FL 11/2015 10/2017
Lpl Financial Tampa FL 04/2021 03/2026
Fidelity Investments Tallahassee FL 04/2026 Present
Boxlunch Brandon FL 10/2017 03/2019
Old Navy Wesley Chapel FL 10/2019 03/2021
Charming Charlie Wesley Chapel FL 03/2019 08/2019
Unemployed Wesley Chapel FL 08/2019 10/2019
  • 11/2015 → 10/2017
    Target
    Wesley Chapel, FL
  • 04/2021 → 03/2026
    Lpl Financial
    Tampa, FL
  • 04/2026 → Present
    Fidelity Investments
    Tallahassee, FL
  • 10/2017 → 03/2019
    Boxlunch
    Brandon, FL
  • 10/2019 → 03/2021
    Old Navy
    Wesley Chapel, FL
  • 03/2019 → 08/2019
    Charming Charlie
    Wesley Chapel, FL
  • 08/2019 → 10/2019
    Unemployed
    Wesley Chapel, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
  • S66 Uniform Combined State Law Examination
    2022-11-28
Other Names
  • Ashley Barthelette
  • Ashley Nicole Barthelette

View on SEC IAPD

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