Ashley Hamman has been an investment adviser representative at Bridgeview Capital Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners. Ashley Hamman holds a Degree in Managerial Economics from the University of California, Davis.
Bridgeview Capital Advisors, Inc. is an El Dorado Hills, CA firm with $122M under management, 153 clients and 2 advisers in one office, as of its September 2026 filing.
Ashley Hamman is a Vice President of Bridgeview Capital Advisors, Inc., based in El Dorado Hills, CA. She works directly with clients and supports firm operations, with a background in investment management, financial planning and tax planning. Before joining the firm, she was a Vice President at one of the nation’s largest investment firms.
Ashley Hamman’s longest registration was 3 years at Charles Schwab & Co., Inc. (2022–2025). Before joining Bridgeview Capital Advisors in 2025, Ashley Hamman was registered through Charles Schwab & Co., Inc.
- – present · under a yearEl Dorado Hills, CA · Adviser representative · Firm CRD 6290
- Charles Schwab & Co., Inc.– · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 5393
Professional designations
Listed by Bridgeview Capital Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Wealth Management Advisor (AWMA®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Ashley Hamman is registered as an investment adviser representative in 2 states. Each was approved in December 2025.
- CaliforniaSince 8 December 2025
- TexasSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 January 2022 |
| Series 7TO | General Securities Representative Examination | 3 November 2021 |
| SIE | Securities Industry Essentials Examination | 17 September 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ashley Caitlin Hamman
- CRD
- 7427213
- Firm
- Bridgeview Capital Advisors · CRD 6290
- Office
- 5170 GOLDEN FOOTHILL PARKWAY, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bridgeviewadvisors.com
Where does Ashley Hamman work?
Ashley Hamman is an investment adviser representative registered through Bridgeview Capital Advisors, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Hamman a financial advisor?
Yes. Ashley Hamman has a current investment-adviser registration in California and Texas, through Bridgeview Capital Advisors since December 2025.
How many years of experience does Ashley Hamman have?
Ashley Hamman has 4 years in the financial industry, since November 2021, across 2 adviser firms.
What exams has Ashley Hamman passed?
Ashley Hamman has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2021.
Where did Ashley Hamman work before Bridgeview Capital Advisors?
Before Bridgeview Capital Advisors, Ashley Hamman was registered through Charles Schwab & Co., Inc., January 2022 to November 2025.
Where is Ashley Hamman based?
Ashley Hamman’s registered office is in El Dorado Hills, CA.
Is Ashley Hamman registered with FINRA?
No. Ashley Hamman has no current broker registration.
Is Ashley Hamman a CFP?
Bridgeview Capital Advisors lists Ashley Hamman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ashley Hamman’s record?
Search CRD 7427213 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Hamman’s full registration record.