Ashlyn
Kelly
Strategic Advisers LLC
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About this Advisor
Ashlyn Kelly is a financial advisor based in Webster, Massachusetts, working with Strategic Advisers LLC. Ashlyn has previously held positions at Doldre Inc, Nichols College, Whiskey Rocks/Stave And Still, The Port, Tatnuck Country Club, Fidelity Investments, Park N' Shop, Dr. John Long Middle School, The Sole Proprietor, Athletix United, Massachusetts Pirates, Whiskey On Water, Green Pepper Inc, Mohegan Bowling Alley, Pure Fitness/Everybody'S Fitness Center, Dynasty International Models & Talent Agency, Inc, and Shepherd Hill Regional High School. Ashlyn has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts, Rhode Island, and Texas. Currently, Ashlyn is part of Strategic Advisers LLC, which operates out of Webster, Massachusetts. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Ashlyn Kelly Work History
Fidelity Investments
Fidelity Investments
Whiskey On Water
The Port
Dynasty International Models & Talent Agency, Inc
Doldre Inc
Whiskey Rocks/Stave And Still
Tatnuck Country Club
The Sole Proprietor
Athletix United
Massachusetts Pirates
Nichols College
Nichols College
Green Pepper Inc
Pure Fitness/Everybody'S Fitness Center
Park N' Shop
Mohegan Bowling Alley
Shepherd Hill Regional High School
Dr. John Long Middle School
Disclosures
Please visit the SEC profile of Ashlyn Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Bountiful, UT
Portland, ME
Fort Lauderdale, FL
Cincinnati, OH
Broadview Heights, OH
Birmingham, AL
Midlothian, VA
Hopkins, MN
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