Ashley L. Coons
STRATEGIC ADVISERS LLC | Financial Consultant
PLEASANT HILL, CA
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CRD#: 6689660
Professional summary
Ashley Lauren Coons, who also goes by Ashley Lauren Coons, Ashley Lauren Snarr, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Pleasant Hill, California and FIDELITY BROKERAGE SERVICES LLC located in Berkeley, California.
Ashley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Ashley has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
My role is to help you make the most of all Fidelity has to offer. Together we will create a financial plan that reflects your goals and what is most important to you. This financial plan will serve as the roadmap as we navigate which investment and planning strategies best fit your needs. I take pride in getting to know my clients on a personal level and sharing in the excitement of their successes.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ashley Lauren Coons | Ashley Lauren Snarr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 63767 | Org Name:Ashley Snarr | Org Addr:Pleasant Hill, CA, US | Nature of Bus:Purchase of 2nd property, which has in law unit and will have a renter in one of the property units | Invst Rel:Y | Title:Part owner | Duties:Part owner, minimal property management responsibilities to maintain rental portion of property | Start Dt:02/01/2020 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Lauren Coons's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
University of California, Berkeley
Bachelor of Economics - Economics
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1995 University Ave Ste 120, Berkeley, CA 94704-1049RIA
CRD#: 104555
PLEASANT HILL, CA
Current
October 10, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1995 University Ave - Ste 120, Berkeley, CA 94704BD
CRD#: 7784
BERKELEY, CA
Past
September 19, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BERKELEY, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/3/2017)
IAR
California(3/31/2025)
RR
Georgia(3/4/2022)
RR
Hawaii(3/4/2022)
RR
Maryland(5/28/2018)
RR
Massachusetts(7/29/2024)
RR
Nevada(6/30/2025)
RR
New Hampshire(6/30/2025)
RR
New Jersey(3/2/2024)
RR
New York(5/28/2018)
RR
Oregon(3/4/2022)
RR
Texas(5/28/2018)
IAR
Texas(3/31/2025)
RR
Vermont(1/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Pleasant Hill, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
