Rachel Lawson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Fidelity Investments
  Novi, MI
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Ortonville, MI
• 2014-04-01 → 2018-07-13
  Strategic Advisers Llc
  Farmington, MI
  Novi, MI
  Novi, MI
  Birmingham, MI
  Troy, MI
• 2013-05-20 → 2014-02-12
  J.P. Morgan Securities Llc
  Waterford, MI
  Clarkston, MI
  Waterford, MI
  White Lake, MI

Exams

• S66 Uniform Combined State Law Examination
  2013-05-08
• S63 Uniform Securities Agent State Law Examination
  2012-05-21

Other Names

• Rachel Danielle Brown
• Rachel Danielle Lawson