Ashley Paula Simpson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 03/2022
  Pappadeaux
  Arlington, TX
• 01/2020 → 03/2020
  Tusk Enterprises
  Arlington, TX
• 03/2022 → Present
  Fidelity Investments
  Westlake, TX
• 08/2019 → 12/2019
  University Of Texas At Arlington
  Arlington, TX
• 08/2017 → 12/2017
  Dallas Community Colleges (Dccd)
  Dallas, TX
• 08/2018 → 12/2019
  Dallas Community College (Dccd)
  Dallas, TX
• 01/2019 → 05/2019
  Dallas Community College (Dccd)
  Dallas, TX
• 07/2015 → 01/2018
  Don Pablos
  Grand Prairie, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-03-10
• S63 Uniform Securities Agent State Law Examination
  2024-02-20

Other Names

• Ashley Paula Simpson
• Ashley Simpson