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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst17 years in industry

ALLYSON SHEA EISENHOWER

Advisor at CORIENT

Seattle, WA

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Search this name across graphsid dfx:ria:3807677e-c0fa-6d18-7eb6-4ce48c33f7fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 15, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S66
First exam: Jan 15, 2009
First registration: Oct 2, 2015
Dual registered: no
Other names: ALLYSON SHEA KELLY|ALLYSON S KELLY
IAPD individual key: 5453247

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	May 4, 2026	n/a	yes	Seattle, WA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 24, 2026	no	KENMORE, WA\|BELLEVUE, WA\|BELLEVUE, WA\|KENMORE, WA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 30, 2020	Mar 31, 2025	no	BELLEVUE, WA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 24, 2019	Oct 29, 2019	no	Sacramento, CA	Previous registration
DIRECTIONAL FINANCIAL SERVICES	Independent wealth	Oct 3, 2015	Jul 10, 2017	no	SEATTLE, WA	Previous registration
EMPIRICAL WEALTH MANAGEMENT	Independent wealth	Oct 2, 2015	Jul 10, 2017	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	Corient	Apr 24, 2026	May 4, 2026	10	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 29, 2019	Jan 30, 2020	93	Firm change	Ibd to ibd
EMPIRICAL WEALTH MANAGEMENT	DIRECTIONAL FINANCIAL SERVICES	Jul 10, 2017	Oct 3, 2015	-646	Firm change after gap	Other
DIRECTIONAL FINANCIAL SERVICES	CHARLES SCHWAB & CO., INC.	Jul 10, 2017	Jun 24, 2019	714	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:319448:MA:2026-04-24	Apr 24, 2026	May 4, 2026	BOSTON, MA	Firm change

Relationships

Registered with (6)

→ CORIENTRegistered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 24, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 30, 2020 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 24, 2019 to Oct 29, 2019factForm ADV
→ EMPIRICAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 2, 2015 to Jul 10, 2017factForm ADV
→ DIRECTIONAL FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 3, 2015 to Jul 10, 2017factForm ADV

Dated events

Occurred
Apr 24, 2026
Advisor changed firm
Allyson Shea Eisenhower left Strategic Advisers Llc for Corient (registered 2026-05-04)
Form ADVobserved 5 days ago