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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Randolph, NJ • United States

35 Morris Street, Morristown, NJ 07960-3919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimerfunds Centennial CO 08/2003 07/2017
Unemployed South Orange NJ 07/2017 12/2017
Orinda Asset Management, Llc South Orange NJ 01/2018 10/2018
Foreside Fund Services, Llc South Orange NJ 01/2018 11/2018
Fidelity Brokerage Services Llc Morristown NJ 12/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2003 → 07/2017
    Oppenheimerfunds
    Centennial, CO
  • 07/2017 → 12/2017
    Unemployed
    South Orange, NJ
  • 01/2018 → 10/2018
    Orinda Asset Management, Llc
    South Orange, NJ
  • 01/2018 → 11/2018
    Foreside Fund Services, Llc
    South Orange, NJ
  • 12/2018 → Present
    Fidelity Brokerage Services Llc
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-22
S63 Uniform Securities Agent State Law Examination 2003-11-26
  • S65 Uniform Investment Adviser Law Examination
    2019-01-22
  • S63 Uniform Securities Agent State Law Examination
    2003-11-26
Other Names
  • Rachel Rena Powers

View on SEC IAPD

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