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Ashley Walters

Strategic Advisers LLC

Justin, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Justin, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Energy Home Pros San Antonio TX 07/2022 03/2023
Bob Mills Furniture San Antonio TX 10/2020 07/2022
Scrapyard Fastpitch Softball Conroe TX 06/2018 06/2020
This Is Us Softball St. Petersburg FL 06/2020 08/2020
Self Employed Kerrville TX 08/2018 10/2020
Learfield Communications Kerrville TX 02/2019 06/2019
Texas A&M University/Softball Program College Station TX 08/2014 08/2021
Texas A&M University College Station TX 08/2015 12/2018
Fidelity Investments Westlake TX 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → 03/2023
    Energy Home Pros
    San Antonio, TX
  • 10/2020 → 07/2022
    Bob Mills Furniture
    San Antonio, TX
  • 06/2018 → 06/2020
    Scrapyard Fastpitch Softball
    Conroe, TX
  • 06/2020 → 08/2020
    This Is Us Softball
    St. Petersburg, FL
  • 08/2018 → 10/2020
    Self Employed
    Kerrville, TX
  • 02/2019 → 06/2019
    Learfield Communications
    Kerrville, TX
  • 08/2014 → 08/2021
    Texas A&M University/Softball Program
    College Station, TX
  • 08/2015 → 12/2018
    Texas A&M University
    College Station, TX
  • 05/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Justin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-09-12
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-09-12
Other Names
  • Ashley Cheyenne Walters
  • Ashley Walters

View on SEC IAPD

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