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Ethan Ashbrook

Steelpeak Wealth, LLC

Los Angeles, CA

Santa Barbara, CA

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Current Employers
Steelpeak Wealth, Llc

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-12
  • CA RA
    APPROVED
    Since 2026-05-12

Branch Locations

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

525 Olive Street, Santa Barbara, CA 93101 • 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 Investments Santa Barbara CA 05/2023 04/2026
Doordash Moraga CA 09/2020 09/2020
Doordash Moraga CA 12/2020 04/2021
Doordash Moraga CA 07/2021 07/2021
Doordash Moraga CA 11/2021 11/2021
Doordash Moraga CA 09/2022 09/2022
Uber Moraga CA 04/2021 04/2021
Full-Time Education Santa Maria CA 08/2005 05/2023
Steelpeak Wealth, Llc Santa Barbara CA 04/2026 Present
  • 05/2023 → 04/2026
    Fidelity Investments
    Santa Barbara, CA
  • 09/2020 → 09/2020
    Doordash
    Moraga, CA
  • 12/2020 → 04/2021
    Doordash
    Moraga, CA
  • 07/2021 → 07/2021
    Doordash
    Moraga, CA
  • 11/2021 → 11/2021
    Doordash
    Moraga, CA
  • 09/2022 → 09/2022
    Doordash
    Moraga, CA
  • 04/2021 → 04/2021
    Uber
    Moraga, CA
  • 08/2005 → 05/2023
    Full-Time Education
    Santa Maria, CA
  • 04/2026 → Present
    Steelpeak Wealth, Llc
    Santa Barbara, CA
Previous Registrations
  • 2025-03-31 → 2026-05-13
    Strategic Advisers Llc
    Santa Maria, CA
    Santa Barbara, CA
    Boston, MA
  • 2023-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
S63 Uniform Securities Agent State Law Examination 2023-08-10
  • S66 Uniform Combined State Law Examination
    2023-10-03
  • S63 Uniform Securities Agent State Law Examination
    2023-08-10
Designations

View on SEC IAPD

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