Cory Franklin Asher

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

• 02/2006 → 10/2017
  Ubs Financial Services
  Walnut Creek, CA
• 10/2017 → 09/2021
  Morgan Stanley
  Walnut Creek, CA
• 10/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2017-10-18 → 2021-11-15
  Morgan Stanley
  Walnut Creek, CA
• 2006-02-24 → 2017-10-27
  Ubs Financial Services Inc.
  Walnut Creek, CA
• 2001-03-16 → 2006-02-27
  Morgan Stanley Dw Inc.
  Berkeley, CA

Other Businesses

OBA-66621|OrgNmn:Asher Family Properties LLC|Org Addr:Walnut Cre,California,US|OBA Nature:2 rental Properties being put |Invst Rel:Y|Title:Co owner|Duties:None|StrtDt:02-17-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  1999-06-04